Assets Under Management
$249.3M
Number of Clients
317
Number of Advisors
5
Average Client AUM
$786K
AUM per Advisor
$49.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Spectrum Strategic Capital Management, LLC offers financial planning and investment management services. Financial planning is available standalone or with investment management. Investment management includes portfolio construction, implementation, and monitoring. They offer multiple investment strategies including Investment Management Services Strategy, Enhanced Index Strategy, and Unconstrained Alpha+ Strategy.
| 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