Spectrum Asset Management

Facts

Spectrum Asset Management fees

Spectrum Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (8)

• Garrett Peterson

• Lisa Sharp

  CFP

• Michael Ottman

  CFP

• Mitchel Needelman

  CFA

• Nancy Howard

  CFP

• Ryan Kelly

• Tony Jung

• Ty Neubauer