Shlecter Wealth Management, LLC

Fixed/Hourly

Shlecter Wealth Management offers financial planning and consulting services to individuals, families, and other clients. These services help clients manage their financial resources based on their current situation, goals, and objectives. The planning may cover investment, retirement, education, and business/personal financial planning. Shlecter Wealth Management may refer clients to accountants, attorneys, or other specialists for non-advisory services. Scott Shlecter is also registered as an investment advisor representative with Pasadena Private Wealth to provide asset management services.

Assets Under Management$64M
ClientsN/A
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$64M

Fee Structure

Shlecter Wealth Management charges for financial planning and consulting services on an hourly or flat fee basis.

  • Hourly rate: $400-$600 per hour
  • Flat fees: Generally range from $5,000 and up, depending on the scope and complexity of the engagement.
One-Time Plan:From $5,000
Hourly Rate:$400 - $600/hr
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Location

1 Advisors at this firm