Larry Davis is a CFP-designated registered investment advisor at Spc, based in Shelby Twp, MI, with 22 years of industry experience. Larry 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
51424 Vandyke Suite 9, Shelby Twp, MI, 48316
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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
Larry operates Davis Capital Management LLC, offering financial services and acting as an insurance agency selling fixed insurance products including health, life, disability, and long-term care. He also works as an independently licensed insurance agent appointed with various insurance companies, dedicating a few hours per week to insurance activities.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Hantz Financial Services, INC.Broker
State Registrations7 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
More Advisors
- John Stelman, CFP