Spiro Voutsaras
Spiro Voutsaras is a registered investment advisor at Spc, based in East Lansing, MI, with 33 years of industry experience. Spiro 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
2900 West Road, 2nd Floor, East Lansing, MI, 48823
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2011Customer Dispute
April 2010Employment Separation After Allegations
June 2004Customer Dispute
January 2004Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Spiro offers investment, insurance, and retirement planning advice and products through G3 Strategic Advisors, dedicating about a quarter of his time. He also works as an insurance broker through Voutsaras Financial, marketing various insurance products and services, which takes about half of his time.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Securian Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Ws Griffith Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations7 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.