Assets Under Management
$269.5M
Number of Clients
390
Number of Advisors
1
Average Client AUM
$691K
AUM per Advisor
$269.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Spectrum Wealth Management offers investment management services with customizable portfolios based on client needs and objectives. They also provide financial planning services on an hourly or fixed-fee basis. They may recommend third-party advisors and offer pension consulting services. Spectrum manages accounts on a discretionary basis, with a minimum account requirement of $500,000, which is negotiable.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Advisory fees are negotiable and may be waived entirely for family and friends of the firm.
9911 Irvine Center Drive, Suite 150, Irvine, CA, 92618