Slayton Lewis offers investment management services, creating customized asset allocation models based on client goals and risk tolerance. They also provide financial planning services, including reviews of cash flow, risk management, tax matters, retirement planning, estate planning, and philanthropic planning. These planning services may be included at no additional cost, depending on the amount of the client's investable assets. Slayton Lewis also offers retirement plan services through its affiliate SL Pension.
Assets Under Management$310M
Clients76
Advisors2
Avg. per Client$4M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
Some accounts greater than $10M may have custom fee arrangements.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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