Spectrum Financial Advisors (SFAL) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. SFAL also offers consulting services to pension and other employee benefit plans. SFAL primarily recommends equities, but may use other securities to diversify portfolios. Clients may impose restrictions on investments based on their values or beliefs.
Assets Under Management$21M
Clients12
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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