SL
SL

Simon Anthony Lack

16 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
56 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$445.6M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fees are generally not negotiable, but the firm has the right to reduce or waive the management fee charged to any client account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Westfield, NJ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
SL Advisors, LLC
October 2009 - Present · 16 yrs 4 mos
State Registrations3 states
FLNJTX
Advisor
Exams
No exam information available for this advisor.