Blakeslee & Blakeslee Financial Advisers Inc.
San Luis Obispo, California
4.2
5 Reviews
Blakeslee & Blakeslee Financial Advisers Inc., a reputable investment advisory firm, operates in San Luis Obispo, CA, serving the local community and beyond. With four strategically located offices, they provide comprehensive financial guidance to individuals and businesses seeking to optimize their investment portfolios. Comprised of a dedicated team of seven professionals, including six experienced investment advisors, Blakeslee & Blakeslee Financial Advisers Inc. manages a substantial amount of assets totaling an average of $35,700,000 per investment advisor. The firm's compensation structure is diverse, offering clients flexi...
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Assets Under Mgmt

$214.21M

Investment Professionals

6

Locations

3

% 401K & Individual

55%

% Discretionary

96%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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