Steven Jagusch
Steven Jagusch is a registered investment advisor at Spc, based in Highland, MI, with 41 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
1651 S. Milford Rd., #103, Highland, MI, 48357
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2013Customer Dispute
August 2009Customer Dispute
January 2000Other Business ActivitiesSells Insurance
Steven is a licensed real estate agent in Michigan and sells life, health, disability, and fixed annuities through various insurance companies. He is also an honorary board member for a senior activities center, dedicating minimal time each month.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Vestax Securities CorporationBroker
Horizons International CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations10 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.