Allen Albrecht is a CFP-designated registered investment advisor at Spc, based in Miami Lakes, FL, with 39 years of industry experience. Allen 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
6175 NW 153rd Street, Suite 307, Miami Lakes, FL, 33014
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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
Allen sells life, health, disability, and fixed indexed annuities through various insurance companies via Lakes Consulting Firm Inc. He also offers bookkeeping, data entry, and quarterly tax reports for supplemental income, and participates in life settlements. Allen dedicates minimal time to Kiwanis Club of Miami Lakes.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Walnut Street Securities, INC.Broker
North American Management, INC.Broker
State Registrations14 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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