Jennie Spurlock is a CFP-designated registered investment advisor at William Mack & Associates INC, based in Troy, MI, with 8 years of industry experience. Jennie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 970 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
Annual fee is negotiable based on the size of the account and the particular circumstances of the client. WM&A recommends SpiderRock Advisors, LLC, (SRA) for covered call strategies. The annual investment management fee for the SRA covered call options strategy is .75% annually and charged as follows: SRA retains .50% for its implementation and management services and .25% is received by WM&A, as the client’s primary adviser for its ongoing monitoring of SRA’s services and performance.
Fee Estimator
Location
1301 W. Long Lake Rd., Suite 115, Troy, MI, 48098
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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 Activities
Jennie is a part-owner in several agriculture-related businesses, including Triple S Supply LLC, Jennie Spurlock Farms, N&M Spurlock LP, Early Settlers Farm LLC, and Spurlock Generations LLC. She spends minimal time on Triple S Supply LLC, Early Settlers Farm LLC, and Spurlock Generations LLC, about 10-20% of her time on Jennie Spurlock Farms, and a few hours per week on N&M Spurlock LP.
Employment History
Current Registrations
William Mack & Associates INC
Previous Registrations
Plante Moran Financial Advisors
State Registrations3 states
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