Jared Gussin is a registered investment advisor at Spc, based in Novi, MI, with 9 years of industry experience. Jared 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
43155 Main Street Ste 2300 K/T, Novi, MI, 48103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jared operates under the DBA Gussin & Gussin, LLC for securities sales, dedicating about a quarter of his time. He also works as an assistant wrestling coach at Garden City High School, spending about a quarter of his time, including a few hours per week during market hours.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Fsc Securities CorporationBroker
State Registrations4 states
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