Slaton Capital Advisors offers wealth and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Services include financial planning, consulting, tax planning, selection of sub advisors, and portfolio management, offered on an all-inclusive annual retainer basis. Slaton Capital Advisors may engage third-party asset managers.
Fee Structure
Slaton Capital Advisors' fees for wealth and investment advisory services are based on a percentage of the value of your portfolio. There are different rates for pre-retirees and retirees. If your portfolio value is below a certain minimum, you may also pay a monthly retainer fee. The specific fees are negotiable.