Paul Parotti is a CFP-designated registered investment advisor at Slo Money Managers, based in Atascadero, CA, with 18 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 148 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SLO Money Managers charges up to 2.00% of your portfolio per year for investment management. This fee is paid quarterly in advance. The firm may allow accounts of family members in the same household to be combined for fee purposes. Fee arrangements can be negotiated.
Location
4555 El Camino Real, Suite I, Atascadero, CA, 93422
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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 →Other Business ActivitiesSells Insurance
Paul owns rental real estate properties and dedicates minimal time to these activities. He also sells life, disability, long-term care, and fixed annuities through Crump Insurance Services, dedicating minimal time to this as well. Paul is also the Owner/CCO/IAR of SLO Money Managers, dedicating full-time hours to this RIA.
Employment History
Current Registrations
Slo Money Managers
Previous Registrations
Money Managers, INC.
Garcia Wealth Management Group, INC.
LPL Financial LLC
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.