Assets Under Management
$947K
Number of Clients
9
Number of Advisors
1
Average Client AUM
$105K
AUM per Advisor
$947K
Compensation
Fee-Only (AUM)Fixed/Hourly
Folsom Wealth Advisors, LLC offers fee-only investment management and financial planning services. Financial planning covers business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Investment management is available for clients participating in ongoing financial planning services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 0.75% |
| $2.5M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for assets under management above $10,000,001.
CA, United States