Lawrence Buchholz is a registered investment advisor at Spectrum Wealth Management, LLC, based in Meredith, CO, with 24 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 224 clients with $96M 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 $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.25% |
Fees may be negotiated on a client-to-client basis depending on the size, complexity, and nature of the portfolio. Related client accounts may be grouped together for household totals.
Fee Estimator
Location
Meredith, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Spectrum Wealth Management, LLC
Previous Registrations
Jolliffe Capital, INC.
Falco Financial Services, INC.
New England Securities Corporation
Morgan Stanley
State Registrations4 states
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