Sariah Tolsma is a ChFC-designated registered investment advisor at Slp Wealth, based in Frenchtown, MT, with 10 years of industry experience. Sariah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,657 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If you want SLP Wealth to manage your investments, you'll pay a fee based on the value of your portfolio, starting at 0.75% per year. If SLP Wealth hires another firm to help manage your investments, you may pay an additional fee up to 0.12% per year on the portion of your account managed by that other firm. This fee is in addition to a monthly financial planning fee that ranges from $199 to $834 per month, unless you have at least $1,000,000 under SLP Wealth's management, in which case the monthly financial planning fee is waived.
Location
Frenchtown, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sariah works as a fitness coach at Lagree MT, teaching fitness classes on weekends, dedicating a few hours per week. She also spends minimal time on online thrifting through Poshmark.
Employment History
Current Registrations
Slp Wealth
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Edward Jones
Edward JonesBroker
State Registrations2 states
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.