Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
317 clients
Average Client Portfolio
$786K average
Assets Under Management
$249.3M

Fee Structure

Minimum Investment:$20K
Financial Planning:Included in AUM fee
Hourly Rate:$100 - $425/hr

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
Investment ManagementRetirement PlanningEstate Planning
Loading...

Advisor Information

Office location

1745 NW Kings Blvd., Corvallis, OR, 97330-1905

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Spectrum Strategic Capital Management, LLC
September 2024 - Present · 1 yr 4 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.