Kyle Glaab is a CFP-designated registered investment advisor at Spc, based in New Boston, MI, with 15 years of industry experience. Kyle 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
37229 Huron River Drive, New Boston, MI, 48164
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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
Kyle is an independently licensed insurance agent appointed with various insurance companies. He is also the President of Third Gen Financial, Inc., a pass-through entity for compensation, and spends minimal time on this. Kyle also operates under the name Individual Financial Planning, LLC, dedicating a few hours per week to this investment-related activity, and is a Notary Public, spending minimal time on this.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
State Registrations20 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
- Stephen Glaab, CFPSpc
- Michael Glaab, CFPSpc
- Peter Glaab, CFPSpc