Jennifer Chesini is a CFP-designated registered investment advisor at San Luis Wealth Advisors, based in San Luis Obispo, CA, with 17 years of industry experience. Jennifer 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
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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
San Luis Wealth Advisors
Previous Registrations
Cerro Pacific Wealth Advisors, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Edward JonesBroker
Edward Jones
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Private Capital Management Associates LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
State Registrations1 state
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.