Spectrum Advisors offers investment management, financial planning, and consulting services to individuals, trusts, estates, charities, corporations, and retirement plans. Spectrum manages accounts on a discretionary or non-discretionary basis, tailoring portfolios to meet client goals. They also offer assistance with selecting third-party money managers. Spectrum has partnered with a CPA to offer tax planning services and a Medicare insurance specialist for Medicare insurance plan services to clients of the firm.
Assets Under Management$160M
Clients308
Advisors5
Avg. per Client$520K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are negotiable based on the size of the account, length of time with us and other factors. The same fee schedule applies for providing investment advice on qualified retirement plans. Maximum annual fee of 1.20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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