Wade Slome is a CFA, CFP-designated registered investment advisor at Sidoxia Capital Management, LLC, based in Newport Beach, CA, with 17 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 91 clients with $130M 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 $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Minimum account size and annual fee may be negotiable under certain circumstances, including accounts invested in the Fusion ETF Focus strategy. Also manages the Slome Sidoxia Fund, LP with a 1.25% management fee.
Fee Estimator
Location
2901 W. Coast Highway, Suite 200, Newport Beach, CA, 92663
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sidoxia Capital Management, LLC
State Registrations2 states
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