Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spectrum charges fees for financial planning services ranging from $100 to $425 per hour, depending on the staff member or partner performing the services. These fees are negotiable. Investment management fees are based on a percentage of assets under management. Financial planning fees are waived if the client also uses Spectrum for investment management. The firm also has advisory representatives who are licensed insurance agents and earn commissions, creating a conflict of interest.
Areas of Practice
Advisor Information
Office location
1745 NW Kings Blvd., Corvallis, OR, 97330-1905
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Greg is a member/agent at Spectrum Insurance Services, LLC, dedicating a few hours per week to sales and analysis. He also serves as a volunteer board member and finance committee member for Lumina Hospice and Palliative Care, a non-profit organization, taking about 10% of his time.