Assets Under Management
$350.8M
Number of Clients
495
Number of Advisors
2
Average Client AUM
$709K
AUM per Advisor
$175.4M
Compensation
Fee-Only (AUM)
Spectrum Financial Alliance provides personalized advisory services including financial planning and asset management. Financial planning includes comprehensive and modular plans covering estate, investments, taxes, and insurance. Asset management provides continuous supervision and individualized investment programs. Minimum household account is $500,000.
105 Wind Haven Drive, Nicholasville, KY, 40356