SPECTRUM ADVISORS, INC.
Addison, Texas
5.0
1 Review
Spectrum Advisors, Inc. is a small investment advisory firm headquartered in Addison, TX, with three offices strategically located to serve a diverse clientele. With a team of seven professionals, four of whom specialize in providing expert investment advisory services, Spectrum Advisors, Inc. is well-equipped to meet the unique financial needs of their clients.
Drawing from ChatGPT's knowledge, Spectrum Advisors, Inc. has established a strong reputation in managing assets with an average value of approximately $29,500,000 per investment advisor. Their compensation structure is flexible, offering various options such as a percent...
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Assets Under Mgmt
$118M
Investment Professionals
4
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Educational seminars/workshops
Resources
On the Blog
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