Spectrum Wealth Management offers investment management and financial planning services. Investment management can be discretionary or non-discretionary, and may be managed by Spectrum's representatives or outside managers. Financial planning covers areas like education funding, retirement, and estate planning. Spectrum also provides limited scope fiduciary services to retirement plans.
Assets Under Management$80M
Clients209
Advisors1
Avg. per Client$380K
Avg. per Advisor$80M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.25% |
Fees may be negotiable on a client-to-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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