Spencer Comps
Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OLV charges a fee based on a percentage of the assets they manage. The maximum annual advisory fee is 1.85%. The specific fees are outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity, and activity. Fees are billed monthly based on the average daily balance. Employees and their family members may be charged a reduced fee.
Location
607 East Second Avenue, Suite 100, Flint, MI, 48502
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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
Spencer is a co-owner of Market Harder LLC, a B2B marketing software company, dedicating a few hours per week to this venture. He is also a licensed insurance agent selling life, health, and fixed annuities, spending minimal time on this activity.
Employment History
Current Registrations
Oliver Lagore Vanvalin Investment Group, INC.
Previous Registrations
Truadvice LLC
Brookstone Capital Management LLC
State Registrations1 state
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.