Spectrum Wealth Advisory Group, LLC
Assets Under Management
$370.0M
Number of Clients
604
Number of Advisors
4
Average Client AUM
$613K
AUM per Advisor
$92.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Spectrum Wealth Advisors manages assets for various clients, offering wrap fee programs. They provide Wrap Asset Management, focusing on portfolio creation and monitoring, and Wrap Comprehensive Portfolio Management, which includes asset management and financial planning. They also offer services through LPL Financial's advisory programs. Fees are negotiable.
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
Location
5925 Granite Lake Drive, Suite 130, Granite Bay, CA, 95746