Katie Raasch is a registered investment advisor at Malakoff Wealth, based in Danville, CA, with 2 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Malakoff Wealth may charge an annual retainer fee ranging from $150 to $10,000, depending on the complexity of your financial situation. This fee is payable quarterly, biannually, or annually in arrears.
Malakoff Wealth charges a fixed fee for written financial plans, ranging from $300 to $5,000, depending on the complexity of your financial situation. Half of the fee is due upon engagement, and the balance is due upon presentation of the plan.
Location
809 Podva Road, Danville, CA, 94526
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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 →Other Business Activities
Katie operates her LPL business through Malakoff & Associates since May 2023. Katie also works as a babysitter in Dublin, CA since 2017, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Malakoff Wealth
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
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.