Lee Slater + Associates provides hourly, as-needed financial planning and investment advice to individuals. Lee Slater, the owner, is also an Enrolled Agent and provides tax planning and preparation services through Popular Tax, Inc. Services include cash flow analysis, education funding, risk management, and estate planning. The firm also offers real-time planning sessions and investment consultations. Lee Slater + Associates does not manage client accounts directly but may recommend third-party investment managers.
Fee Structure
Lee Slater + Associates does not directly manage investments. Instead, the firm may recommend third-party investment managers to implement investment strategies for clients. Clients contract directly with these third-party managers. Lee Slater + Associates does not receive referral or commission fees from any third-party advisory they may recommend. The firm also uses AssetMark, Inc. to manage client assets.