Lake Tahoe Wealth Management, INC.
Assets Under Management
$257.2M
Number of Clients
314
Number of Advisors
4
Average Client AUM
$819K
AUM per Advisor
$64.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lake Tahoe Wealth Management offers integrated financial planning and investment management services. They work with clients to understand their goals, values, risk tolerance, and financial situation to develop a tailored financial plan and portfolio strategy. Services include financial planning, asset management, and tax services.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$2,100
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners
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Location
NV, United States
