SLO Money Managers provides investment advice and financial planning to individuals, families, and businesses. The firm offers investment management services where they manage client funds based on individual needs and goals. They also offer financial planning services, including retirement planning, tax strategies, and estate planning. SLO Money Managers can also provide retirement plan management services to employer plan sponsors.
Assets Under Management$160M
Clients148
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:None
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.
Loading...