Zachary Slagel
Zachary Slagel is a registered investment advisor at Slagel Investment Management, based in Blacksburg, VA, with 22 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 112 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Slagel Investment Management (SIM) charges fees based on the type of portfolio and the amount of assets managed.
For Core Portfolios under $50,000, there's a flat fee of $120 per year. For Core Portfolios over $50,000, fees range from 0.30% to 0.42% annually.
For Performance Portfolios, fees vary from 0.24% to 1.08% annually, depending on the portfolio's focus (Income Only to Growth Only). For example, a Balanced portfolio is 0.60% per year.
Location
303 Church St Se, Blacksburg, VA, 24060
Get directionsHistory
Regulatory History (2)
Regulatory
October 2018Investigation
October 2018Other Business Activities
Zachary is the owner of Accounting Associate, Inc., where he spends about 10-20% of his time on strategic planning, management, and tax form preparation. He also owns Omni Travel & Tours, Inc., but spends minimal time on its management.
Employment History
Current Registrations
Slagel Investment Management
State Registrations3 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.