Steven Love
Steven Love is a registered investment advisor at Spc, based in Terre Haute, IN, with 42 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,881 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SPC offers investment management through the SIGMA Managed Account program. Clients pay an annual account management fee based on a percentage of their account assets. The fee includes a program fee and the IAR's compensation. For example, if your account AUM is $1,500,000, the first $500,000 is billed at 2.50%, the next $250,000 at 1.75%, the next $250,000 at 1.50%, and the remaining $500,000 at 1.25%. The maximum annual advisory fee is 2.5%. The program fee is 0.15% on all assets. There is a $30 minimum annual program fee.
SPC also offers direct-at-fund programs where clients pay an annual asset-based investment management fee of 0.5%.
Location
2940 South 7th, Terre Haute, IN, 47802
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2018Customer Dispute
July 2004Employment Separation After Allegations
August 2003Regulatory
July 1998Other Business ActivitiesSells Insurance
Steven is involved with Love Financial Services Inc., providing financial, insurance, and accounting services, dedicating about a quarter of his time. He also works with an attorney on estate planning, owns rental property, and is a notary.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Alanar IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.