Sam Blakeslee
Sam Blakeslee is a CFP-designated registered investment advisor at Blakeslee & Blakeslee Financial Advisers INC., based in San Luis Obispo, CA, with 30 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 727 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees are negotiable for amounts over $2,000,000. Fees may be reduced by 0.05% for non-wrap accounts.
Fee Estimator
Location
1101 Marsh St., San Luis Obispo, CA, 93401
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sam is an Investment Advisor Representative and President of Blakeslee & Blakeslee Financial Advisors, offering advice and products to clients. He also serves on the board for Common Cause, dedicating a few hours per week, and owns a short-term rental property in Savannah, GA, requiring minimal time.
Employment History
Current Registrations
Blakeslee & Blakeslee Financial Advisers INC.
Blakeslee and Blakeslee INC.Broker
Previous Registrations
Blakeslee and Blakeslee INC.
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.