Bradley Goodwin
Bradley Goodwin is a registered investment advisor at San Luis Wealth Advisors, based in San Luis Obispo, CA, with 31 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 448 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SLWA's investment management fees range from 0.75% to 1.25% per year of the value of your portfolio. The exact fee depends on the account size, complexity, and other factors. Fees are negotiable and may be higher or lower than this range. Assets held away with private limited partnerships will be billed at an annualized rate of 2.0%.
Location
735 Tank Farm Road, Suite 264, San Luis Obispo, CA, 93401
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2011Customer Dispute
October 2008Other Business Activities
Bradley is a part owner of Avila Villa Ventures LLC with his spouse and has no duties. He is also a trustee for his aunt, dedicating minimal time, and has a small ownership stake in an online retailer, Left Lane Sports, dedicating minimal time.
Employment History
Current Registrations
San Luis Wealth Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ba Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.