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
Spectrum Wealth Management delivers personalized wealth management strategies tailored to high-net-worth individuals and families, focusing on growing, preserving, and transferring wealth. They offer investment management services to individual and institutional investors. They also offer Accumulator Wealth Management services to clients who do not meet the firm's $1,000,000 minimum relationship threshold.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $3.0M | 0.01% |
| $3.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10M+ | 0.01% |
SWM reserves the discretion to negotiate an alternative fee schedule on a client-by-client basis.
600 East 96th Street, Suite 130, Indianapolis, IN, 46240