Joel Askew is a CFP-designated registered investment advisor at Anchor Point Financial, based in San Luis Obispo, CA, with 11 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 171 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Assets managed that are held outside the firm’s selected custodian(s) are charged a 2% annualized fee. Fees are negotiable.
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
Anchor Point Financial
San Luis Wealth Advisors
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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