Joseph Lezotte is a CFP-designated registered investment advisor at Spc, based in Novi, MI, with 20 years of industry experience. Joseph 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
41160 Ten Mile Rd, Novi, MI, 48375
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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
Joseph is a 50% owner of L&P Management Company, which may include consulting and insurance sales, and is also a Blue Cross Blue Shield agent. He dedicates nearly full-time hours to River Oaks Wealth Advisors LLC, and spends minimal time as a board member for Forest Edge at Stoneleigh East Condominium Association and GPA Gift of Hearing. Joseph also coordinates the sale of health insurance products through M&M Benefits Group, dedicating a few hours per week.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
State Registrations14 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
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