Eric Boddy is a registered investment advisor at Spc, based in Southgate, MI, with 47 years of industry experience. Eric 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
13260 DIX Toledo Rd, Southgate, MI, 48195
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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.