Spectrum Financial Resources (SFR) provides investment advice and financial planning to individuals, pension plans, trusts, estates, charities, corporations, and other entities. SFR offers financial planning, advisory consulting, and portfolio management services. SFR may refer clients to third-party investment advisors. SFR's representatives are also registered representatives of United Planners Financial Services of America.
Assets Under Management$210M
Clients545
Advisors5
Avg. per Client$380K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for portfolios over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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