Eric Spencer
Eric Spencer is a registered investment advisor at Secure Asset Management, L.L.C., based in Bloomfield, MI, with 15 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,877 clients with $870M 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 | 2.00% |
Maximum annual fee is 2% of assets under management. Fees are negotiable.
Fee Estimator
Location
Bloomfield, MI
Get directionsHistory
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
Eric is an insurance representative with Secure Investors Group, an affiliate of Secure Asset Management, since 2015. This activity is investment-related.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Previous Registrations
Seacrest Wealth Management, LLC
Morgan Stanley
State Registrations1 state
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
More Advisors
- Benson OnyegbulaSecure Asset Management, L.L.C.
- Jason Geisz, CFP
- Jordann Andrusiak, CFPHightower Advisors, LLC
- Casey Bear, CFPFarther
- Michael Krushena, CFABoyd Watterson Asset Management, LLC