Assets Under Management
N/A
Number of Clients
120
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Spectrum Strategies provides financial planning and consulting services, including comprehensive, written financial plans. Plans are prepared based on the client's current financial situation, goals, and objectives. The plans are reviewed and updated annually and typically include retirement, education, risk management, estate, and tax analysis.
Fees for initial financial plans start at $1,000 and depend on the plan's complexity. Subsequent reviews are provided at 50% or less of the original cost, with a minimum of $1,000.
13455 Noel Rd, Galleria Tower Two; 20th Floor, Dallas, TX, 75240-6620