Spectrum AC Advisors, LLC (SAAL) offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. SAAL creates an Investment Policy Statement for each client, outlining their current situation. SAAL may select third-party investment advisors to manage client assets. SAAL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$2.7M
Clients4
Advisors1
Avg. per Client$680K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.85% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.50% |
| $3M+ | 1.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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