Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
317 clients
Average Client Portfolio
$786K average
Assets Under Management
$249.3M

Fee Structure

Minimum Investment:$20K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $3.5M0.80%
$3.5M - $5.0M0.75%
$5M+0.65%

Reduced fees are negotiable at the sole discretion of Spectrum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1745 NW Kings Blvd., Corvallis, OR, 97330-1905

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Spectrum Strategic Capital Management, LLC
September 2024 - Present · 1 yr 5 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.