Spectrum Investment Advisors (SIA) offers wealth management services to individuals, trusts, estates, and corporations, managing investments based on individual client needs. SIA also provides plan consulting services to institutional clients, assisting in establishing and monitoring retirement plans. SIA creates portfolios consisting of mutual funds and exchange-traded funds (ETFs), and may also utilize other securities. Financial planning services are included in their investment management services.
Assets Under Management$850M
Clients453
Advisors20
Avg. per Client$1.9M
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,000
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 be in effect for certain clients who opened an account prior to July 18, 2013.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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