Don A. Slabaugh, LLC

Fee-Only (% of Portfolio)

Don A. Slabaugh, LLC, managed by Don A. Slabaugh, offers investment management services, primarily focusing on equities. DAS has the authority to make investment decisions for clients without prior consultation, selecting securities and brokerage firms. DAS specializes in equities, but may also buy bonds, certificates of deposit, and mutual funds. DAS typically invests in 10 to 20 securities, aiming for long-term portfolio performance.

Assets Under Management$30M
Clients30
Advisors1
Avg. per Client$1M
Avg. per Advisor$30M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee is open to negotiation and may be reduced in limited cases.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Don A. Slabaugh, LLC | TrueAdvisor