Assets Under Management
$370.0M
Number of Clients
604
Number of Advisors
4
Average Client AUM
$613K
AUM per Advisor
$92.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Spectrum Wealth Advisors provides investment advisory services through wrap fee programs. They offer asset management and comprehensive portfolio management, tailoring strategies to client needs. Fees are negotiable and billed quarterly. They also utilize LPL Financial's advisory programs.
5925 Granite Lake Drive, Suite 130, Granite Bay, CA, 95746