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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 463 clients with $760M 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 | 1.25% |
Fees generally range from 0.75% to 1.25% per annum and are negotiable based on account size, complexity, and other factors. Assets held in private limited partnerships are billed at 2.0%.
Fee Estimator
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
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
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.
Exams
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