Lake Tahoe Wealth Management offers financial planning and investment management services. Financial planning includes reviewing your finances, setting goals, and developing strategies for retirement, taxes, and estate planning. Investment management involves creating a portfolio based on your goals and risk tolerance, using mutual funds and exchange-traded funds. Lake Tahoe Wealth Management also offers retirement plan services for businesses and fiduciary asset management for foundations and endowments.
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.
