Folsom Wealth Advisors
Assets Under Management
$947K
Number of Clients
9
Number of Advisors
1
Average Client AUM
$105K
AUM per Advisor
$947K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Folsom Wealth Advisors is a fee-only firm providing continuous investment advice and financial planning services. They develop personalized investment policies and manage portfolios based on client objectives, risk tolerance, and tax considerations. Financial planning services include business planning, cash flow management, college savings, estate planning, insurance review, retirement planning, risk management, and tax planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 0.75% |
| $2.5M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Investment management fees through Betterment for Advisors are 0.50% of assets under management. Investment management fees through GeoWealth are tiered, starting at 0.75% annually. Ongoing financial planning ranges from $250-$500/month, plus an initial $500 fee for plan construction. Project-based financial planning is offered at a fixed fee ($2,450-$5,250) or hourly rate ($350/hour). Educational seminars range from $500-$5,000 per seminar. Fees are negotiable and outlined in the advisory contract.
Areas of Practice
Location
CA, United States