Spectrum Investment Advisors, Inc. is a leading local investment advisory firm headquartered in Mequon, WI, and boasting a single office. With a team of 22 highly skilled professionals, the majority of whom specialize in investment advisory services, Spectrum Investment Advisors, Inc. has established a reputation for excellence within the financial industry.
The firm prides itself on its extensive experience and impressive track record of managing assets under management, which average approximately $34,720,000 per investment advisor. Spectrum Investment Advisors, Inc. employs a diverse compensation structure, offering various o...
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Assets Under Mgmt
$590.28M
Investment Professionals
17
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: ADVICE ON MATTERS NOT INVOLVING SECURITIES.
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