Tracy Lasecke
Tracy Lasecke is a CFP-designated registered investment advisor at Allworth Financial, L.P., based in Campbell, CA, with 14 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 5 more. Their firm serves 29,297 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is 2.00% per year, subject to a $2,500 annual minimum fee. Fees are negotiable and can vary based on specific client circumstances.
Fee Estimator
Location
2105 S Bascom, Suite 225, Campbell, CA, 95008
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2010Criminal
March 1996Employment History
Current Registrations
Allworth Financial, L.P.
Previous Registrations
Silicon Valley Wealth Advisors, LLC
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
Tracy F. Lasecke,CFP®is a managing partner with Silicon Valley Wealth Advisors , and serves as firm CEO. He has been with the company since 2000. Before joining the group, Mr. Lasecke worked as an agent for The Principal Financial Group, a registered investment representative and broker for The New England Company and as a trust officer for a regional bank. He has also been a retirement plan trustee and investment specialist which has allowed him to deeply understand retirement regulations and portfolio construction to address a vast array of financial issues. Mr. Lasecke also has extensive experience in the area of life, health, disability and long-term care insurance.
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