Spectrum Advisory Group provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Risk Profile to help select suitable investments. The firm also offers financial planning services covering areas like retirement, college, tax, and estate planning. Model portfolios are used, but clients can place restrictions on specific securities.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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