Ian Rea is a CFA, CFP-designated registered investment advisor at Slate Peak Financial Services, LLC, based in Medfield, MA, with 17 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 55 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable in certain cases.
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Contact
Ian Rea
Location
Medfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Slate Peak Financial Services, LLC
Previous Registrations
Fidelity Brokerage Services LLCBroker
Keefe, Bruyette & Woods, INC.Broker
Freeman & CO. Securities LLCBroker
Sol Capital Management CO
Charles Schwab & CO., INC.Broker
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.
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Additional Information
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