Gina Slayton
Gina Slayton is a CFP-designated registered investment advisor at Bartlett & CO. Wealth Management LLC, based in Cincinnati, OH, with 5 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,263 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Other programs: Institutional Fixed Income accounts charged at 0.50% on the first $10M and 0.30% over $10M. Fees are negotiable.
Fee Estimator
Location
600 Vine Street, Suite 2100, Cincinnati, OH, 45202-2466
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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 →Other Business Activities
Gina is a volunteer board member for the Brighton Center, a non-profit organization, since January 2024. She dedicates minimal time to organizing activities, volunteering, and raising awareness for potential donors.
Employment History
Current Registrations
Bartlett & CO. Wealth Management LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations1 state
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
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