Aaron Rivers is a registered investment advisor at Spectrum Strategic Capital Management, LLC, based in Corvallis, OR, with 1 years of industry experience. Aaron 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
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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 Strategic Capital Management, LLC
State Registrations1 state
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