Spectrum Strategies, L.L.C.
Assets Under Management
N/A
Number of Clients
120
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Spectrum Strategies, L.L.C. provides financial planning and consulting services, including comprehensive, written financial plans tailored to clients' financial situations, goals, and objectives. They offer services on a comprehensive or issue-specific basis. The firm does not exercise investment discretion for clients.
Fee Structure
Fees are based on the complexity and time involved in preparing a financial plan or completing a consulting project. Initial financial plan fees start at $1,000. Subsequent reviews are provided at 50% or less of the original plan costs, with a minimum of $1,000. Consulting services are billed at $150-$200 per hour for a financial planner and $60-$80 per hour for staff. Fees for comprehensive financial plans are generally not negotiable, but group or company discounts may be available.
Areas of Practice
Location
13455 Noel Rd, Galleria Tower Two; 20th Floor, Dallas, TX, 75240-6620