Richard P. Slaughter Associates manages investment portfolios and provides comprehensive financial planning for individuals, high-net-worth families, trusts, estates, and businesses. Founded in 1991 and based in Austin, Texas, the firm offers both discretionary and nondiscretionary investment management, tailoring portfolios to each client's risk tolerance, time horizon, and goals. The firm specializes in active asset management, fundamental and technical analysis, and long-term purchasing strategies, while also providing advice on mortgages, real estate, insurance, tax planning, and estate planning. In addition to investment management, Richard P. Slaughter Associates offers hourly consulting for clients seeking targeted financial advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20.0M - $40.0M | 0.45% |
| $40M+ | 0.35% |
Fees are negotiable at the firm's sole discretion based on factors such as assets managed, portfolio composition, scope of engagement, and servicing needs. Minimum quarterly household fee is $3,125.