Lake Tahoe Wealth Management, INC.
Assets Under Management
$257.2M
Number of Clients
314
Number of Advisors
4
Average Client AUM
$819K
AUM per Advisor
$64.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lake Tahoe Wealth Management provides holistic financial planning and investment management services. They offer a client service model that includes discovery, solution creation, implementation, and monitoring. Services include financial planning, asset management, retirement plan services, and fiduciary services for foundations and endowments. Tax services are also offered.
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
Location
NV, United States
