Folsom Wealth Advisors is a registered investment advisor founded in November 2023 and based in California. The firm offers personalized investment management and financial planning services to individuals, families, and high-net-worth clients. Folsom Wealth Advisors assists clients with asset allocation, portfolio management, and comprehensive financial planning—covering retirement planning, tax strategies, cash flow and debt management, college savings, estate planning, and risk management. The firm utilizes third-party platforms like Betterment for Advisors and GeoWealth Management to implement investment strategies. Folsom Wealth Advisors operates as a fee-only firm, meaning they are compensated solely by their clients and do not accept commissions or sales-related fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Rates shown are for the GeoWealth / Charles Schwab program. Betterment program rates are slightly lower (0.90% up to $2.5M, 0.75% for $2.5M-$10M). Fees are negotiable for accounts over $10M.