Spectrum Wealth Advisors offers asset management, financial planning, and comprehensive portfolio management services. Investment strategies are tailored to individual client needs and goals. They also offer access to LPL Financial's advisory programs. As a fiduciary, Spectrum Wealth Advisors aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon.
Fee Structure
Spectrum Wealth Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for asset management is 1.75%, and for comprehensive portfolio management, it's 2.25%. Fees are negotiable and billed quarterly in advance, based on the value of your account. Fees are deducted from your account. They also offer access to LPL Financial advisory programs with fees up to 3.00% annually.