Slater Investments offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create investment guidelines for each client and require authority to make trades without asking first. Slater Investments generally invests in equities but may use other securities to diversify portfolios. They serve high-net-worth individuals, family offices, pooled investment vehicles, corporations, charities, and corporate pension schemes.
Assets Under Management$1.2B
Clients6
AdvisorsN/A
Avg. per Client$200M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Management fees are generally negotiable based on the type of account, the strategy and the size of the proposed investment.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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