Sloan Advisory Group manages investment portfolios and provides financial planning. Financial planning includes cash flow and debt management, college savings, financial goals, insurance review, investment analysis, retirement planning, and tax planning strategies. Sloan Advisory Group's investment advice is not limited to any particular type of investment.
Assets Under Management$64M
Clients32
Advisors1
Avg. per Client$2M
Avg. per Advisor$64M
www.linkedin.com/in/rachelsloan ·www.sloanadvisorygroup.com ·www.linkedin.com/company/sloan-advisory-group-inc
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $5.0M | 0.75% |
| $5M+ | 0.38% |
Minimum annual fee of $10,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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