Rasheem Banks is a CFP-designated registered investment advisor at San Luis Wealth Advisors, based in San Luis Obispo, CA, with 13 years of industry experience. Rasheem 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.
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Learn about disclosures →Employment History
Current Registrations
San Luis Wealth Advisors
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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