Tristan Payne is a registered investment advisor at Sow and Reap Financial LLC, based in Rocklin, CA, with 1 years of industry experience. Tristan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sow and Reap Financial LLC offers investment management as part of their ongoing comprehensive financial planning service. The annual fee is based on your net worth:
- 0.64% on the first $2 million
- 0.24% on the next $8 million
- 0.20% on the next $40 million
- 0.15% on anything above $50 million
There is a $5,000 minimum annual fee. This fee includes both financial planning and investment management.
Location
Rocklin, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sow and Reap Financial LLC
State Registrations1 state
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