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.
1745 NW Kings Blvd., Corvallis, OR, 97330-1905
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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 →Nichols is a managing member and owner of Cerro Gordo Silviculture, LLC, and owns an interest in Nichols Co., LLC, both involved in real estate. He also serves as a board member for Cerro Gordo Land Conservancy and Cerro Gordo Stewardship, and provides tax services through Nichols M. Cutting CPA, dedicating minimal time to each.