Spectrum Strategic Capital Management, LLC
Assets Under Management
$249.3M
Number of Clients
317
Number of Advisors
5
Average Client AUM
$786K
AUM per Advisor
$49.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Spectrum Strategic Capital Management, LLC offers financial planning and investment management services. Financial planning is available standalone or bundled with investment management. Investment management includes portfolio construction, implementation, and monitoring, utilizing various investment strategies and asset classes. They also offer retirement plan investment advisory services.
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
Location
1745 NW Kings Blvd., Corvallis, OR, 97330-1905