SL Advisors offers portfolio management and investment supervisory services through discretionary managed accounts. They provide advice on portfolios and investment supervisory services in the form of separately managed accounts. The firm offers two strategies: SL Advisors MLP Strategy and SL Advisors Low Vol Long Only Strategy. They also provide balanced account advice for clients on an individual basis. The firm publishes a monthly newsletter and an investment blog.
Assets Under Management$390M
Clients49
Advisors3
Avg. per Client$8M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally not negotiable, but the firm has the right to reduce or waive the management fee charged to any client account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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