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Slayton Harpe

16 Years of Experience
Bermuda Run, NC
1 DisclosureBroker

Slayton Harpe is a registered investment advisor at Edward Jones, based in Bermuda Run, NC, with 16 years of industry experience. Slayton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

5539 U S Hwy 158 Suite 104, Bermuda Run, NC, 27006

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History

Regulatory History (1)
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Customer Dispute
June 2026
Denied
Other Business Activities

Slayton is the president of the Mocksville Rotary Club. His responsibilities include managing meetings, setting agendas, and presiding over board meetings.

Employment History
Current Registrations
Edward Jones
January 2010 - Present · 16 yrs 9 mos
Edward JonesBroker
December 2009 - Present · 16 yrs 10 mos
State Registrations19 states
CTFLGAINKYMAMDMINCNENJNMNYORPASCTXVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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