Spectrum Financial Management offers investment management services including financial goal setting, risk assessment, and asset allocation. Financial planning services are provided as part of investment management upon request, covering areas like retirement, education funding, and estate planning. Tax planning and preparation services are also available, typically as part of the integrated investment management service.
Assets Under Management$260M
Clients150
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$8,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable on a case-by-case basis. Some clients have a semi-annual billing agreement with a reduced minimum fee of $2,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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