San Luis Wealth Advisors, a small investment advisory firm headquartered in San Luis Obispo, CA, operates from two offices, offering comprehensive financial services. With a team of seven dedicated professionals, including four experienced investment advisors, they cater to a diverse clientele. Their average assets under management per investment advisor stand at approximately $123,760,000, which aligns with industry standards. The firm's compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges. While employer funds constitute a significant portion of their ...