Slagel Investment Management (SIM) offers investment portfolio planning and management services to individuals, families, businesses, and trusts. SIM provides traditional portfolio management with Core and Performance Portfolios. Core Portfolios focus on low-cost, diversified investments, while Performance Portfolios include individual stocks and bonds for potentially higher returns and volatility. SIM also offers investment reviews and is developing a Fiduciary Mapping & Monitoring service. SIM integrates client values into investment selections and offers access to socially responsible investments.
Fee Structure
Slagel Investment Management (SIM) charges fees based on the type of portfolio and the amount of assets managed.
For Core Portfolios under $50,000, there's a flat fee of $120 per year. For Core Portfolios over $50,000, fees range from 0.30% to 0.42% annually.
For Performance Portfolios, fees vary from 0.24% to 1.08% annually, depending on the portfolio's focus (Income Only to Growth Only). For example, a Balanced portfolio is 0.60% per year.