Anthony Matheson is a CFP-designated registered investment advisor at Slalom Wealth Management, LLC, based in Sacramento, CA, with 29 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, Charitable Giving, Corporate Executives, Education Planning, and 8 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 for amounts over $5 million are negotiable. The minimum annual fee is $5,000. Accounts under $500,000 will result in a higher effective fee percentage due to the minimum annual fee. Comprehensive financial planning is included for accounts over $500,000.
Fee Estimator
Contact
Anthony Matheson
Location
1720 Capitol Ave, Ste #204, Sacramento, CA, 95819
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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
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
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