Christopher Ozdarski
Christopher Ozdarski is a registered investment advisor at Spc, based in Bloomfield Hills, MI, with 17 years of industry experience. Christopher 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
1190 Edison Ave, Bloomfield Hills, MI, 48302
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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
Christopher operates as a Registered Representative of Sigma Financial Corporation under the DBA "Grass Hut Financial, LLC", selling securities and insurance products. He also provides tax preparation and accounting services as a self-employed CPA, dedicating nearly full-time hours from January to April and about a quarter of his time from May to December, and works as an accountant for Cruisers Inc. for a few hours per week.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
MML Investors Services, INC.Broker
State Registrations4 states
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