Silicon Valley Wealth Advisors, LLC

Silicon Valley Wealth Advisors, LLC is an independent, fee-only wealth management and financial planning firm established in 2005. The firm specializes in providing financial planning and investment advisory services to individual clients, trusts, endowments, qualified retirement plan sponsors, and business entities. SVWA is a fiduciary firm, meaning they are required to act in the best interest of their clients and avoid conflicts of interest. The firm does not sell products or accept commissions, ensuring that their advice is unbiased. SVWA offers asset management services tailored to each client's unique financial situation and goals. They create customized investment portfolios using institutional-class stock mutual funds with low expense ratios and other low-cost investment solutions. The firm may recommend sub-advisors to manage a portion of clients' assets, such as SpiderRock Advisors for option securities. Clients of SVWA have investment discretion, granting the firm full trading and investment authority over their assets. The firm's fee structure is based on a percentage of assets under management, with annual fees ranging from 0.50% to 0.95% depending on the asset level. The minimum initial investment required is $500,000, with financial plans subject to a minimum fee of $4,000. Tracy Lasecke, Scott Yang, and R. Scott Ponder are the key professionals at SVWA, each holding the Certified Financial Planner™ (CFP®) designation. The firm's principals have extensive experience in the financial industry and are committed to maintaining the confidentiality and security of clients' personal information. SVWA has a Business Continuity Plan in place to ensure the continuity of operations in case of emergencies. Clients receive regular reports and statements to keep track of their investments and financial plans.