Richard G. Slater offers investment advisory services, including non-discretionary investment management and comprehensive financial planning, to individuals and high net worth individuals. Slater works with clients to identify their investment goals, risk tolerance, and financial situation to create a customized portfolio strategy. Slater may use individual fixed income securities, exchange-traded funds, and options. Financial planning services cover areas like retirement, personal savings, and education savings.
Assets Under Management$110M
Clients48
AdvisorsN/A
Avg. per Client$2.4M
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees negotiable for accounts over $10,000,001. A performance-based fee option may be offered to qualified clients, up to 2% of any gains in the client account for the quarter, subject to a high-water mark calculation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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