Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
For financial planning and investment advisory, the annual fee is based on assets under management. For example, the fee is 1.00% on the first $2,500,000. If tax services are included, the fee is 1.15% on the first $2,500,000. There is a minimum monthly fee of $175 ($2,100 per year). Standalone financial planning services range from $1,500 to $100,000 annually, billed quarterly. Test Drive Educational Sessions are offered for a flat fee, ranging from $295 to $495. Hourly fees range from $100 to $300.
Areas of Practice
Advisor Information
Office location
101 Parkshore Drive, Suite 100, Folsom, CA, 95630
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Ethan Aaron GreenRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ethan works as a Financial Analyst for Lighthouse Financial, dedicating nearly full-time hours to client service and financial planning. He also coaches, performs administrative actions, and tracks finances for Northern Sierra Swimming, a non-profit youth sports organization, also dedicating nearly full-time hours.
Employment History
Current Registrations
Lake Tahoe Wealth Management, INC.
State Registrations1 state
Exams