How does the advisor help clients – Key Takeaways:
SPECTRUM STRATEGIES, L.L.C. is a financial consulting firm that offers a wide range of services to help clients achieve their financial goals. Their team of experts prides themselves on providing personalized and comprehensive financial solutions tailored to each individual client’s needs.
Facts and Insights
SPECTRUM STRATEGIES, L.L.C. has been in business for over 10 years, and in that time, they have accumulated an impressive amount of assets under management. As of 2021, they have over $500 million in assets under management and have a team of 10 experienced financial advisors ready to assist clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
SPECTRUM STRATEGIES, L.L.C. offers a wide range of financial services to cater to their clients’ diverse needs. These services include investment management, retirement planning, estate planning, tax planning, and insurance services. They also offer specialized services such as business succession planning and charitable giving planning.
Client Types
SPECTRUM STRATEGIES, L.L.C. serves a wide range of clients, including high-net-worth individuals, families, and small business owners. They also work with corporate clients, including employee retirement plans and foundations.
Fees & Compensation
At SPECTRUM STRATEGIES, L.L.C., fees are based on a percentage of assets under management. This fee structure is designed to align the advisor’s interests with the clients, as the firm’s revenue increases as the clients’ assets grow. They also offer hourly or flat-rate fees for specific services, depending on their clients’ needs.
Background
SPECTRUM STRATEGIES, L.L.C. was founded in 2010 by a team of experienced financial advisors who saw a need for a more personalized and comprehensive approach to financial planning. With decades of combined experience, the team at SPECTRUM STRATEGIES, L.L.C. has a wealth of knowledge and expertise to help their clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, SPECTRUM STRATEGIES, L.L.C. adheres to strict regulations and is required to disclose any potential conflicts of interest or disciplinary actions. As of 2021, there have been no disclosures for the firm or any of its advisors.