Spectrum Financial Alliance, LTD., L.L.C.

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Assets Under Management

$350.8M

Number of Clients

495

Number of Advisors

Average Client AUM

$709K

AUM per Advisor

$175.4M

Compensation

Fee-Only (AUM)

About This Firm

Spectrum Financial Alliance provides personalized advisory services including financial planning and asset management. Financial planning includes comprehensive and modular plans covering estate, investments, taxes, and insurance. Asset management provides continuous supervision and individualized investment programs. Minimum household account is $500,000.

Fee Structure

Minimum Investment:$500K

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Location

105 Wind Haven Drive, Nicholasville, KY, 40356

2 Advisors at this firm

CFP

Camden Miracle

CFP