Spectrum Wealth Advisory Group, operating as Spectrum Wealth Advisors, provides personalized investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. Founded in 2018 and owned by Kenneth Christie and Michael Thompson, the firm offers asset management, comprehensive portfolio management, standalone financial planning and consulting, and retirement plan consulting. Investment portfolios are tailored to each client's specific needs using individual stocks, bonds, exchange-traded funds, options, mutual funds, and alternative investments. Spectrum Wealth Advisors also utilizes third-party investment managers and offers access to various advisory programs sponsored by LPL Financial. The firm emphasizes a service-oriented practice with open lines of communication, operating under a legal requirement to act in clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee is up to 1.75% for Asset Management and up to 2.25% for Comprehensive Portfolio Management. Fees are negotiable and billed quarterly in advance.