Spectrum Wealth Management
Assets Under Management
$1.2B
Number of Clients
230
Number of Advisors
N/A
Average Client AUM
$5.0M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Spectrum Wealth Management provides comprehensive wealth management strategies tailored to high-net-worth individuals and families, focusing on growing, preserving, and transferring wealth. Services include LifeSpectrum Planning, investment management, and Accumulator Wealth Management for clients not meeting the minimum investment threshold. They also offer Family Office and Trust services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Spectrum Wealth Management charges an annual fee based on a percentage of your assets under management. For Accumulator clients, fees for financial planning are negotiated separately. Clients also pay fees charged by mutual funds and ETFs. Fees are billed quarterly in advance, and pro-rated refunds are provided upon termination. The firm reserves the right to negotiate alternative fee schedules.
Areas of Practice
Location
600 East 96th Street, Suite 130, Indianapolis, IN, 46240