Greg Bachman
Greg Bachman is a CFA, CFP-designated registered investment advisor at Spectrum Strategic Capital Management, LLC, based in Corvallis, OR, with 28 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 317 clients with $250M 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 | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Reduced fees are negotiable. Accounts which employ a passive strategy generally are charged less, those assets are aggregated for purposes of calculating breakpoints. The minimum account size generally is $250,000; however, this amount also is negotiable.
Fee Estimator
Location
1745 NW Kings Blvd., Corvallis, OR, 97330-1905
Get directionsHistory
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
Greg is a member/agent at Spectrum Insurance Services, LLC, dedicating a few hours per week to sales and analysis. He also serves as a volunteer board member and finance committee member for Lumina Hospice and Palliative Care, a non-profit organization, taking about 10% of his time.
Employment History
Current Registrations
Spectrum Strategic Capital Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
Nylife Securities 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.