Matthew Slaton is a registered investment advisor at Slaton Capital Advisors, based in Bartonville, TX, with 7 years of industry experience. Matthew 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 47 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Slaton Capital Advisors' fees for wealth and investment advisory services are based on a percentage of the value of your portfolio. There are different rates for pre-retirees and retirees. If your portfolio value is below a certain minimum, you may also pay a monthly retainer fee. The specific fees are negotiable.
Location
124 Mcmakin Rd, Building 2, Suite 205, Bartonville, TX, 76226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the principal of Slaton Capital Advisors LTD (since 2009) and Slaton Capital Management LLC (since 2005), both personal holding companies. He is also a partner in Gnarlife, an affiliate marketing business, since 2012.
Employment History
Current Registrations
Slaton Capital Advisors
Previous Registrations
Esi Financial Advisors
State Registrations1 state
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