Arturo Campos
Arturo Campos is a ChFC-designated registered investment advisor at Spc, based in Ann Arbor, MI, with 42 years of industry experience. Arturo 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
300 Parkland Plaza, Ann Arbor, MI, 48103
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2021Customer Dispute
July 2020Other Business ActivitiesSells Insurance
Arturo operates CCC Financial and Insurance Services Corp and CCC Insurance Solutions, focusing on the sale of various insurance products. He dedicates a few hours per week to the first business and about 10-20% of his time to the second.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Fsc Securities CorporationBroker
Pan-American Financial AdvisersBroker
Intervest International Equities CorporationBroker
Intervest International Equities CorporationBroker
Programmed Equities CorporationBroker
Transamerica Financial Resources, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
New York Life Variable Contracts CorporationBroker
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.