Advisor at Spectrum Wealth Management, LLC
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Firm
Spectrum Wealth Management, LLC
Location
Meredith, CO
Credentials
Series 66
Industry experience
23 years
Lawrence Buchholz is a financial advisor at Spectrum Wealth Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Spectrum Wealth Management since 2007. Spectrum Wealth Management provides investment advisory and financial planning services to individuals, families, trusts, estates, businesses, and qualified retirement plans, serving both high-net-worth and non-high-net-worth clients. The firm’s investment approach emphasizes diversified portfolios aligned with modern portfolio theory, utilizing mutual funds, ETFs, individual securities, and a combination of fundamental, market-trend, and economic cycle analysis.
Based on Spectrum Wealth Management, LLC
Based on Spectrum Wealth Management, LLC
Fixed fee for financial planning ranging from $500 to $10,000 depending on complexity
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.50% annually $1,000,001 - $4,000,000: 0.40% annually $4,000,001+: 0.25% annually
Fixed fee based of $500 to $10,000 based on complexity and unique Client needs for financial planning
Meredith, CO
Colorado · Maryland · Pennsylvania · Texas
Spectrum Wealth Management, LLC
2007 - Present (19 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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