SLB Advisors operates as a registered investment advisor that connects individuals, high-net-worth clients, businesses, trusts, and retirement plans with independent third-party investment management firms. Instead of managing portfolios directly, SLB Advisors assesses a client's financial situation, risk tolerance, and goals during an initial consultation and then refers them to an outside investment advisor. SLB Advisors does not charge clients any direct fees for this referral service. Instead, SLB Advisors receives compensation directly from the third-party investment advisor as a share of the advisory fees paid by the client. The firm was founded in Massachusetts in 2022 by Glenn Logan, Bradley Bechok, and Ronald Sanderson, who also operate an affiliated accounting practice.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.