SLR Advisors provides investment advice and manages investment portfolios for individuals. They offer services like asset management, which includes creating and rebalancing portfolios based on client goals. They also offer advanced financial planning services, including assistance with tax planning, estates, and trusts. SLR Advisors also conducts educational seminars and publishes a monthly newsletter with general financial information.
Assets Under Management$6M
Clients52
Advisors1
Avg. per Client$120K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.25% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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