WEALTHSOURCE®
San Luis Obispo, California
1.0
1 Review
Wealthsource® is a reputable regional investment advisory firm based out of San Luis Obispo, CA. With a team of 71 dedicated professionals, 46 of whom specialize in investment advisory services, they are well-equipped to meet the financial needs of their clients. Each investment advisor at Wealthsource® manages an average of $125,840,000 in assets under management, aligning with industry standards.
The company's compensation structure is flexible and caters to clients' preferences, offering options such as a percentage of assets under management, hourly charges, and fixed fees. With over 2,010 individual clients and an impressive...
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Assets Under Mgmt
$1.92B
Investment Professionals
46
Locations
39
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Had investment related business activity restricted by federal regulatory agency
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
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