SL Capital offers investment advice and manages portfolios for individuals, trusts, estates, and businesses. They tailor their advice to each client's financial situation and goals. SL Capital uses a sub-advisor, Foundations Investment Advisors LLC, for back-office support, trading, and report preparation. SL Capital supervises the account, reallocates the portfolio, and handles client interaction.
Assets Under Management$210M
Clients168
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee payment arrangements can be negotiated on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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