Mark Thompson is a registered investment advisor at Trellis Wealth Advisors, LLC, based in San Luis Obispo, CA, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 131 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Standard fee rate is negotiable.
Fee Estimator
Location
1135 Santa Rosa Street, Suite 310, San Luis Obispo, CA, 93401
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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 →Employment History
Current Registrations
Trellis Wealth Advisors, LLC
Previous Registrations
Changing Parameters, LLC
UBS Painewebber INC.
State Registrations2 states
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