Slaten Wealth Management offers custom investment portfolio management on a discretionary or non-discretionary basis, tailoring services to individual client needs. Slaten uses a tactical allocation strategy aimed at reducing risk and increasing performance, utilizing various securities and mutual funds. Slaten may recommend unaffiliated money managers through managed account programs. The combined fees will never exceed 2% of the assets under management.
Assets Under Management$29M
Clients173
Advisors1
Avg. per Client$170K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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