Nichols Cutting is a registered investment advisor at Spectrum Strategic Capital Management, LLC, based in Corvallis, OR, with 24 years of industry experience. Nichols operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 317 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Accounts which employ a passive strategy generally are charged less, those assets are aggregated for purposes of calculating breakpoints. The minimum account size generally is $250,000; however, this amount also is negotiable.
Fee Estimator
Location
1745 NW Kings Blvd., Corvallis, OR, 97330-1905
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Nichols is a managing member and owner of Cerro Gordo Silviculture, LLC, and owns an interest in Nichols Co., LLC, both involved in real estate. He also serves as a board member for Cerro Gordo Land Conservancy and Cerro Gordo Stewardship, and provides tax services through Nichols M. Cutting CPA, dedicating minimal time to each.
Employment History
Current Registrations
Spectrum Strategic Capital Management, LLC
Previous Registrations
1st Global Advisors INC
State Registrations1 state
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