San Luis Wealth Advisors

San Luis Wealth Advisors LLC (SLWA) is an independent registered investment advisor established in June 2020, with principals boasting over 33 years of industry experience. SLWA offers investment management and financial planning services to various clients, including individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm's process begins with a discovery meeting to understand clients' financial goals, risk tolerance, and current financial status. SLWA creates customized plans to support clients' goals and provides ongoing asset management services on a discretionary basis. Clients are required to execute a Limited Power of Attorney and an Investment Advisory Agreement. SLWA manages $705,518,005 in assets across 1,480 accounts, with fees ranging from 0.75% to 1.25% per annum for asset management. The firm may recommend private placements and limited partnership investments, disclosing any conflicts of interest. SLWA reviews accounts annually and does not have custody of client funds. Clients receive statements and trade confirmations directly from their custodian. The firm does not charge performance-based fees and does not have any disciplinary items to report. Clients are encouraged to carefully review all information provided and to consult with their tax professionals regarding transactions in their accounts.