Eric
Frantz
Spc
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About this Advisor
Eric Frantz is a financial advisor operating in Rochester, Michigan with a total of 14 years of relevant experience. Frantz is an advisor for Spc. The advisor has gained experience at Sigma Financial Corporation, Masen Frantz Wealth Management Group and Sigma Planning Corporation. Frantz holds a Series 63 license, qualifying them as a securities agent, and is able to operate in Florida, Georgia, Michigan, New York and Ohio. Spc is an advisory firm operating out of Ann Arbor, MI. The investment advisory business has offices in 426 locations and a total of 610 employees. It manages $6 billion in assets under management across its 34,594 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 20 charitable organizations. Of its 34,594 accounts, just 8% are associated with high-net-worth clients who have at least $1 million in assets. The business provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees vary depending on the financial services provided. However, fee types charged by Spc most likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Eric Frantz Work History
Eric has been registered as a financial advisor for 14 years.*
Sigma Planning Corporation
Sigma Financial Corporation
Masen Frantz Wealth Management Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Frantz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spc
Colorado Springs, CO
Victoria, TX
Dallas, TX
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East Lansing, MI
Ann Arbor, MI
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Ann Arbor, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
