Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spectrum Wealth Advisors offers wrap fee programs with maximum annual fees of 1.87% for Wrap Asset Management and 2.37% for Wrap Comprehensive Portfolio Management. These fees are negotiable and billed quarterly in advance. They also offer services through LPL Financial's advisory programs with maximum annual fees up to 3.00%. There are no stated minimum account sizes.
Areas of Practice
Advisor Information
Office location
5925 Granite Lake Drive, Suite 130, Granite Bay, CA, 95746
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Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Kenneth is involved in several business activities, including non-variable insurance (spending about 10-20% of his time and a few hours per week), investment advisory services through Spectrum Wealth Advisory Group, LLC (nearly full-time), real estate rental through KCGC Group, LLC and other properties (minimal time), and serving as a board member for Rutherford Capital, Inc (minimal time). He also has an entity for accounting purposes.