Sloan Hatfield is a CFA-designated registered investment advisor at Sva Capital Management LLC, based in Arlington, VA, with 6 years of industry experience. Sloan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 30 clients with $6.2M 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 | 1.50% |
Qualified clients (net worth > $2,100,000 or AUM >= $1,000,000) may opt for a performance-based fee.
Fee Estimator
Location
Arlington, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sva Capital Management LLC
Previous Registrations
Sva Capital Management LLC
State Registrations2 states
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