Top financial advisors in Auburn, CA
We’ve curated a list of the best financial advisors in Auburn, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$44,192,612
Number of advisors
1 advisors
| $44,192,612 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Auburn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Auburn. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Spectrum Capital Management
Spectrum Capital Management is a Registered Investment Advisor established in 1987, specializing in asset allocation across major asset classes like stocks, bonds, and cash. The firm's primary investment goal is to create a diversified portfolio based on expected market returns and risk tolerance. The firm's owner is Jeffrey Y. Fulmer, and as of December 31, 2022, non-discretionary assets under management total $60,499,764, while discretionary assets total $44,192,612. Clients are charged fees based on a percentage of assets under management, starting at 0.70% per annum on the first $2,000,000. The minimum account size for clients is $500,000, and fees are payable monthly or quarterly. Spectrum primarily invests in index funds like the S&P 500 Stock Index and may use higher-risk indexed products based on client risk tolerance. Spectrum does not have accounts with performance-based fees and has no disciplinary actions against them. The firm has discretionary authority to manage client accounts, primarily focusing on rebalancing mutual fund holdings. Spectrum does not retain custody of client assets, which are held by a third-party custodian. Clients receive monthly statements detailing portfolio composition and performance. Spectrum's financial condition is maintained to meet all client commitments.
$44,192,612 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Auburn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Auburn. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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