Steven Jagusch
Steven Jagusch is a registered investment advisor at Spc, based in Highland, MI, with 42 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
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
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
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.
Exams
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