Caleb Sasson is a registered investment advisor at Valley Wealth Strategies, LLC, based in Menlo Park, CA, with 3 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,055 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees negotiable for amounts over $1,500,000.
Fee Estimator
Location
535 Middlefield Road, Suite 140, Menlo Park, CA, 94025
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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
Caleb is an investment advisor representative with Valley Wealth Strategies, LLC, spending about 70% of his time there, and a registered representative with LPL Financial LLC. He also works as a notary.
Employment History
Current Registrations
Valley Wealth Strategies, LLC
LPL Financial LLCBroker
State Registrations5 states
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