Gregg Huyck is a registered investment advisor at Spc, based in Okemos, MI, with 31 years of industry experience. Gregg 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
4121 Okemos Rd. Suite 12, Okemos, MI, 48864
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2004Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Gregg sells non-variable fixed annuities and traditional life and term insurance products through Family Life Financial Services, dedicating about half his time to this. He also owns FLFS of Charlotte, Inc., a pass-through entity for business expenses, which requires minimal time.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations8 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.