Slo Money Managers
DBA: Paul & Co. Wealth Management, Inc.
4555 EL CAMINO REAL, Atascadero, California 93422
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
management services, SLO Money Managers charges an annual fee of up to 2.00% of assets under management. The annual advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the first day of the billing period. Fee payment arrangements can be negotiated on a case-by-c
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.