Slingshot Financial offers consulting services to businesses in the financial services industry, including financial analysis, marketing strategy, and technical writing. They also provide institutional sales services, connecting asset management companies with financial professionals. For individual investors, Slingshot Financial Management manages investments on a discretionary basis, creating portfolios based on client goals, risk tolerance, and individual circumstances, guided by Modern Portfolio Theory.
Assets Under Management$100K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$100K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
The annual rate is negotiable for accounts over $2,000,000, considering the complexity and complete scope of activities required to serve the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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