Spectrum Financial Alliance, Ltd., L.L.C., based out of Nicholasville, KY, is a small investment advisory firm dedicated to providing comprehensive financial solutions to its clients. With over 380 individual clients and more than $227,863,000 in assets under management, the firm has established a solid reputation in the industry.
Led by a team of experienced professionals, Spectrum Financial Alliance specializes in managing assets, particularly from employer 401Ks and individual portfolios. The firm's extensive experience in this space enables them to deliver tailored investment strategies and personalized advice to meet their clients' financial goals.
With a discretionary management approach, Spectrum Financial Alliance maintains full authority to make investment decisions on behalf of their clients. This approach ensures a high level of flexibility and efficiency in managing portfolios, aiming to optimize returns while minimizing risk.
The firm's compensation structure encompasses various types, including a percentage of assets under management. This incentivizes the advisors to work closely with clients to achieve their financial objectives and cultivate long-term relationships.
Spectrum Financial Alliance, Ltd., L.L.C. currently operates from a single office in Nicholasville, KY, employing a total of 10 professionals. Among them, two individuals provide investment advisory services. The firm boasts an average of approximately $113,930,000 in assets under management per investment advisor, aligning with the industry average.
Notably, Charles Buckley and Eric White, two of the firm's registered advisors, have demonstrated their commitment and expertise over the years, contributing to the firm's success and client satisfaction.
Spectrum Financial Alliance, Ltd., L.L.C. continues to uphold its dedication to delivering exceptional financial guidance and investment management services, solidifying its position as a trusted partner in helping clients navigate the complexities of the financial landscape.