S & L Financial Management provides investment management and financial planning services. Investment portfolios are managed based on the client's objectives, using a tactical allocation strategy. The firm invests in stocks, foreign securities, ETFs, and index mutual funds. Financial counseling services are also available, covering retirement planning, tax strategies, and estate planning.
Assets Under Management$680K
Clients2
Advisors1
Avg. per Client$340K
Avg. per Advisor$680K
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.50% |
| $2.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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