| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Reduced fees are negotiable at the sole discretion of Spectrum.
1745 NW Kings Blvd., Corvallis, OR, 97330-1905
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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 →Benjamin is the sole shareholder/owner of Scott Meeker CPA PC, a public accounting practice, dedicating nearly full-time hours to this activity. He is also a member/agent of Spectrum Insurance Services, LLC, spending minimal time on sales and analysis.