Kyle Zoellner is a registered investment advisor at Spc, based in Ann Arbor, MI, with 33 years of industry experience. Kyle 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
300 Parkland Plaza, Ann Arbor, MI, 48103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is a managing member of Legacy Financial Group, LLC, and sells life insurance, variable products, and fixed annuities. He is also the sole member of Black Label Development, LLC, established for a home build, but he currently spends no time on this activity.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Washington Square Securities, INC.Broker
Locust Street Securities, INC.Broker
Tower Square Securities, INC.Broker
Wma Securities, INC.Broker
Intersecurities, INC.Broker
Intersecurities, INC.Broker
Ironwood Securities, INC.Broker
Equity-One CorporationBroker
State Registrations4 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.