Mykel Barnes
Mykel Barnes is a registered investment advisor at Spc, based in Grand Rapids, MI, with 28 years of industry experience. Mykel 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
4139 Embassy Dr. SE, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2009Other Business ActivitiesSells Insurance
Mykel is an independent insurance agent selling various insurance products and assists his spouse in her business. He is also an area pastor, owns rental properties, and is a trustee for a family member's trust, while dedicating full-time hours to Victory Financial Group LLC.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations15 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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