Evan Slater is a registered investment advisor at Point Windward Advisors, INC., based in Livingston, NJ, with 31 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 278 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Reduced fees may be charged on the value of fixed-income securities in the account. ETF portfolios are charged 1% of assets managed, charged quarterly. 401k portfolios are charged 0.40% of assets managed, charged quarterly. New annuity accounts are charged 0.25% of assets managed, charged quarterly. Existing annuity accounts are charged 0.50% of assets managed, charged quarterly.
Fee Estimator
Location
Livingston, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan is a limited partner with a significant ownership stake in Dionis, LP, overseeing investment management and dedicating a few hours per week. He is also the sole owner of EDSlater, LLC, the General Partner of Dionis, L.P., an asset manager at LRF Slater Co, Inc. (full-time), and a Sr. VP and Fixed Income Portfolio Manager at Beech Hill Advisors, Inc. (about a quarter of his time).
Employment History
Current Registrations
Point Windward Advisors, INC.
Beech Hill Securities, INC.
Beech Hill Securities, INC.Broker
Previous Registrations
Stockcross Financial Services, INC.Broker
Investment Professionals, INC.Broker
The Gms Group, LLCBroker
Schonfeld Securities, LLCBroker
The Gms Group, L.L.C.Broker
State Registrations8 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.