Daniel Detloff
Daniel Detloff is a registered investment advisor at Spc, based in Grand Rapids, MI, with 36 years of industry experience. Daniel 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
6757 Cascade Road, 321, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2005Customer Dispute
March 2005Other Business ActivitiesSells Insurance
Daniel owns Detloff Financial Planning, Inc. He also sells term and fixed life, fixed annuities, fixed indexed annuities, and long-term care insurance through various insurance companies. Finally, Daniel is a notary public, notarizing documents on an as-needed basis for minimal time.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Sigma Financial CorporationBroker
Sun Investment Services CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
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.
Exams
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