Angela Pack is a registered investment advisor at Slp Wealth, based in Marina, CA, with 2 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,657 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If you want SLP Wealth to manage your investments, you'll pay a fee based on the value of your portfolio, starting at 0.75% per year. If SLP Wealth hires another firm to help manage your investments, you may pay an additional fee up to 0.12% per year on the portion of your account managed by that other firm. This fee is in addition to a monthly financial planning fee that ranges from $199 to $834 per month, unless you have at least $1,000,000 under SLP Wealth's management, in which case the monthly financial planning fee is waived.
Location
Marina, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angela works as a student loan consultant for Student Loan Planner, evaluating client data and developing repayment plans. This takes about a quarter of Angela's time.
Employment History
Current Registrations
Slp Wealth
Previous Registrations
Commonwealth Financial Network
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.