DG
CFP
DG
CFP

Deborah Sue Grose

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
314 clients
Average Client Portfolio
$819K average
Assets Under Management
$257.2M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,100
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Location

101 Parkshore Drive, Suite 100, Folsom, CA, 95630

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Lake Tahoe Wealth Management, INC.
March 2016 - Present · 9 yrs 11 mos
Previous Registrations
Lighthouse Financial Planning
November 2013 - December 2016 · 3 yrs 1 mo
Lighthouse Financial Planning
May 2009 - December 2014 · 5 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Deborah Sue Grose - Financial Advisor | TrueAdvisor