Wacker Wealth Partners, Llc
San Luis Obispo, California
5.0
10 Reviews
Wacker Wealth Partners, LLC is a local investment advisory firm based out of San Luis Obispo, CA, with a strong focus on providing personalized financial solutions. With two offices, the firm comprises a team of 22 highly skilled professionals, out of which 12 specialize in offering comprehensive investment advisory services. The average assets under management per investment advisor stand at approximately $85,610,000, reflecting their dedication to managing substantial portfolios. Committed to meeting the unique needs of their clients, Wacker Wealth Partners, LLC offers a diverse compensation structure that includes a percentage...
See more
Loading...

Assets Under Mgmt

$1.03B

Investment Professionals

12

Locations

1

% 401K & Individual

6%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.