Financial Spectrum INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Financial Spectrum Inc. provides investment advice and financial planning to individuals and institutions. They offer investment solutions ranging from active management to indexing strategies. Financial Spectrum Inc. generally provides investment advisory services on a non-discretionary basis, meaning clients retain full decision-making authority. They may recommend specific securities or strategies, but clients must approve all transactions.

Assets Under Management$5.6M
Clients17
Advisors1
Avg. per Client$330K
Avg. per Advisor$5.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.68%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm