Anthony Matheson is a CFP-designated registered investment advisor at Slalom Wealth Management, LLC, based in Sacramento, CA, with 28 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 25 clients with $19M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees negotiable for accounts over $5,000,001. Minimum annual fee is $5,000, billed $1,250 each quarter. Investment amounts under $500,000 will result in a higher fee percentage than those listed above.
Fee Estimator
Contact
Anthony Matheson
Location
836 57th St, Suite 457, Sacramento, CA, 95819
Get directionsHistory
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
Slalom Wealth Management, LLC
Previous Registrations
Baker, Brose & Mitsutome Wealth Management, LLC
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Funds Distributor, LLCBroker
Forethought Distributors, LLCBroker
Patrick Capital Markets, LLCBroker
Principal Funds Distributor, INC.Broker
Princor Financial Services CorporationBroker
Principal Funds Distributor, INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
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
Gain peace of mind by exploring your options and implementing the plan that works best for you. Our collaborative process will help you establish an academically-driven plan. We'll review multiple scenarios so that you can see how your decisions will impact your taxes, retirement plan, investments, and more.