Assets Under Management
$445.6M
Number of Clients
56
Number of Advisors
3
Average Client AUM
$8.0M
AUM per Advisor
$148.5M
Compensation
Fee-Only (AUM)
SL Advisors provides portfolio management and investment supervisory services through discretionary managed accounts. They offer two strategies: SL Advisors MLP Strategy and SL Advisors Low Vol Long Only Strategy. The firm also provides balanced account advice on an individual basis, which may combine the investment strategies listed above or may include other customized strategies consistent with the client's overall objectives.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 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.
NJ, United States