Slaten Wealth Management manages investment portfolios for individuals, trusts, estates, and corporations using a tactical allocation strategy designed to reduce risk and enhance performance. Slaten Wealth Management utilizes a mix of exchange-listed securities, corporate debt, certificates of deposit, municipal securities, mutual funds, and options. Portfolios are tailored to each client's specific objectives and risk tolerance, and can be managed on a discretionary basis where Slaten Wealth Management makes trades without prior approval, or on a non-discretionary basis where client approval is required for every trade. Additionally, Slaten Wealth Management may refer clients to third-party money managers through managed account programs, maintaining ongoing oversight. Beyond investment management, the team offers tax services through a related business and insurance products through licensed representatives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee is up to 2.0%, payable quarterly in advance or monthly in arrears for certain managed account programs. Fees are negotiable at the discretion of Slaten Wealth Management.