Brian White is a CFP-designated registered investment advisor at Spectrum Investment Advisors, INC., based in Mequon, WI, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 465 clients with $1.1B 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 | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Different fee schedules may apply for accounts opened prior to July 18, 2013. Fees are negotiable based on account size and other factors.
Fee Estimator
Location
6329 West Mequon Road, Mequon, WI, 53092
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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
Brian is an LLC member of Spectrum Investment Center, LLC, a real estate rental business, since 2010. He spends minimal time attending meetings and participating in general business decisions.
Employment History
Current Registrations
Spectrum Investment Advisors, INC.
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Waterhouse Investor Services, INC.
State Registrations1 state
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.
Exams
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