Tracy Lasecke is a CFP-designated registered investment advisor at Allworth Financial, L.P., based in Campbell, CA, with 14 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 4 more. Their firm serves 26,325 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allworth Financial offers investment management services through a wrap fee program and a non-wrap fee program. You'll pay a percentage of your portfolio each quarter, billed in advance. The exact percentage depends on the type and amount of your investments. There's a $2,500 minimum annual fee. The maximum fee charged is 2.00%. The wrap fee covers advisory services and most trade execution fees. The non-wrap fee program covers advisory services, but does not include trade execution fees.
Location
2105 S Bascom, Suite 225, Campbell, CA, 95008
Get directionsHistory
Regulatory 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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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.