San Luis Wealth Advisors (SLWA) offers investment management and financial planning services. SLWA starts with a discovery meeting to understand client goals and risk tolerance. When appropriate, SLWA creates a customized plan and recommends investment strategies. SLWA manages assets on a discretionary basis, meaning SLWA makes changes to client accounts without seeking specific approval. SLWA also offers retirement plan services to plan sponsors and trustees.
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%.