Spectra Investment Management offers investment advice and portfolio management to high-net-worth individuals, families, and related entities. Services include portfolio management, family office services (coordinating wealth management and lifestyle services), financial planning, investment consulting, and outsourced chief investment officer services. Spectra uses equity securities, exchange traded funds, mutual funds, and other securities in its portfolio management programs. Financial planning covers cash flow, retirement, insurance, portfolio, education, and estate analysis.
Assets Under Management$240M
Clients33
Advisors1
Avg. per Client$7.4M
Avg. per Advisor$240M
www.linkedin.com/company/spectrainvestmentmanag... ·www.spectrainvestment.com ·anecdotesandevidence.com
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.35% |
Portfolio management fees may be negotiable. Spectra may charge a negotiated fee on hedge funds and private equity funds.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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