Old Slip Registered Investment Advisors offers consulting services to pension and employee benefit plans, including 401(k) plans. These services include identifying investment objectives, providing guidance on asset classes, recommending money managers, monitoring performance, and recommending other service providers. The firm primarily recommends growth and income/conservative, retirement-minded investing.
Assets Under Management$310M
Clients30
Advisors2
Avg. per Client$10M
Avg. per Advisor$150M
www.oldslipcap.com ·www.facebook.com/genericadvisoryfirm ·www.linkedin.com/company/generic-advisory-firm
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$7,500 - $60,000
Hourly Rate:$450 - $850/hr
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