Timothy Sallade is a CFA, CFP-designated registered investment advisor at Lake Tahoe Wealth Management, INC., based in Folsom, CA, with 9 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 328 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are for financial planning and investment advisory services. If tax services are included, the fees are: $0 to $2,500,000: 1.15%, $2,500,001 to $5,000,000: 0.75%, $5,000,001 to $10,000,000: 0.50%, Over $10,000,000: 0.25%. Minimum fee of $2,100 per year.
Fee Estimator
Location
101 Parkshore Drive, Suite 100, Folsom, CA, 95630
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Regulatory 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 →Employment History
Current Registrations
Lake Tahoe Wealth Management, INC.
State Registrations2 states
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