Eric Owens
Eric Owens is a registered investment advisor at Spc, based in Gainesville, GA, with 22 years of industry experience. Eric 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
427 Green St. NW, Gainesville, GA, 30501
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2017Other Business ActivitiesSells Insurance
Eric is an independently licensed insurance agent and also works as an attorney, focusing on estate planning, Medicaid planning, and VA benefits planning, dedicating about half of his time to this. He also owns a rental property and volunteers as a CASA advocate.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Pan-American Financial AdvisersBroker
State Registrations3 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.