Spectrum Advisers offers financial and investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, foundations, as well as corporations or business entities. Services include Personal Financial Concierge, Guided Portfolio Solutions, Lifetime Income Planning, and Financial Planning/Consulting. Spectrum Advisers aims to provide tailored advice and ongoing monitoring to help clients achieve their financial goals.
Assets Under Management$22M
Clients17
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Spectrum Advisers offers two investment management services:
- Personal Financial Concierge (PFC): Billed on a flat fee basis based on a client's net worth. The minimum monthly fee is $1,000, which annualizes to $12,000. Fees will not exceed 2% of the client's net worth.
- Guided Portfolio Solutions (GPS): Fees are based on assets under management, with a maximum annual fee of $2,500 for accounts up to $250,000. Accounts under $250,000 are subject to a minimum monthly fee of $208.33 or 0.1666%, whichever is less.
Loading...