Spectrum Wealth Advisors (SWA) manages investment portfolios for individuals and retirement plans, focusing on dental practitioners. SWA creates investment policy statements, evaluates existing investments, and monitors portfolios. SWA primarily recommends mutual funds from Dimensional Fund Advisors (DFA). SWA also offers consulting services on topics like estate planning and retirement planning.
Assets Under Management$53M
Clients49
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Advisory fees are not negotiable. All accounts for members of the client's family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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