Eric Boddy is a registered investment advisor at Spc, based in Southgate, MI, with 48 years of industry experience. Eric 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
13260 DIX Toledo Rd, Southgate, MI, 48195
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Eric uses the name Stroia Securities Services, Inc. for financial services offered through Sigma Financial Corp. and SPC, dedicating nearly full-time hours to this. He also sells non-variable life and health insurance products, spending minimal time on this.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Osaic Fa, INC.
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Osaic Fa, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations2 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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