Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allworth charges management fees for asset management clients in both wrap and non-wrap fee programs, calculated quarterly in advance. These fees are subject to a $2,500 annual minimum and a 2.00% maximum. Financial planning services are billed on a fixed fee basis, ranging from $1,500 to $30,000, depending on complexity and services requested. Qualified retirement plan consulting services have a maximum fee of 1.50% of assets under advisement and a minimum annual fee of $3,500.
Areas of Practice
Advisor Information
Office location
2105 S Bascom, Suite 225, Campbell, CA, 95008
Get directionsRegulatory History (2)
Customer Dispute
June 2010Criminal
March 1996Employment History
Current Registrations
Allworth Financial, L.P.
Previous Registrations
Silicon Valley Wealth Advisors, LLC
State Registrations1 state
Exams
Additional Information
Tracy F. Lasecke,CFP®is a managing partner with Silicon Valley Wealth Advisors , and serves as firm CEO. He has been with the company since 2000. Before joining the group, Mr. Lasecke worked as an agent for The Principal Financial Group, a registered investment representative and broker for The New England Company and as a trust officer for a regional bank. He has also been a retirement plan trustee and investment specialist which has allowed him to deeply understand retirement regulations and portfolio construction to address a vast array of financial issues. Mr. Lasecke also has extensive experience in the area of life, health, disability and long-term care insurance.