Areas of Practice
Retirement PlanningInvestment ManagementTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
252 clients
Average Client Portfolio
$303K average
Assets Under Management
$76.4M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1445 Victor Ave, Suite D, Redding, CA, 96003

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bright Lake Wealth Management, LLC
August 2023 - Present · 2 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Mac James Thatcher - Financial Advisor | TrueAdvisor