Slate Peak Financial Services manages investment portfolios and provides financial planning. Investment management is customized to the client's needs. Financial planning covers areas like business planning, cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. For clients who choose both services, the less expensive of the two is provided at no additional cost.
Assets Under Management$24M
Clients55
Advisors1
Avg. per Client$430K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...