Jason Spencer
Jason Spencer is a registered investment advisor at Secure Asset Management, L.L.C., based in Troy, MI, with 17 years of industry experience. Jason 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 4,714 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SAM offers investment management services where they manage your investments based on your goals and risk tolerance. SAM may also use trading signals from third-party money managers to make investment decisions. The annual fee for SAM's investment management is negotiable, with a maximum of 2% of the value of your investments, or 0.50% quarterly. When SAM utilizes trading signals from unaffiliated third-party money managers, SAM charges 0.750% annually, or 0.1875% quarterly. A portion of this fee is paid to the third-party manager, up to 0.50%.
Location
2565 West Maple Rd, Troy, MI, 48084
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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
Jason operates Brighton Wealth Management LLC as a DBA for his LPL business since 2014. He is also a Registered Investment Advisor Hybrid with Independent Financial Partners, dedicating full-time hours to this role.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Previous Registrations
Independent Financial Partners
LPL Financial LLCBroker
LPL Financial LLC
Morgan StanleyBroker
Morgan Stanley
Secure Asset Management, LLC
Gwn Securities INC.Broker
Professional Asset Management, INC.Broker
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.