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 Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$2,100
Loading...
Contact
Ethan Aaron Green
Location
101 Parkshore Drive, Suite 100, Folsom, CA, 95630
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Ethan works as a Financial Analyst for Lighthouse Financial, dedicating nearly full-time hours to client service and financial planning. He also coaches, performs administrative actions, and tracks finances for Northern Sierra Swimming, a non-profit youth sports organization, also dedicating nearly full-time hours.
Employment History
Current Registrations
Lake Tahoe Wealth Management, INC.
April 2016 - Present · 9 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Contact
Ethan Aaron Green