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
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 Activities
Jason is involved in online sales through JVSupply, dedicating minimal time. He also owns rental real estate, requiring minimal time, and is a registered representative with LPL.