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Dee Slaughter

28 Years of Experience
Sells Insurance

Dee Slaughter is a registered investment advisor at Hunter Michael Investment Advisors INC, based in Midlothian, VA, with 28 years of industry experience. Dee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42 clients with $970M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
42 clients
Average Client Portfolio
$23.1M average
Assets Under Management
$969.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.45%
$500K - $750K1.35%
$750K - $1.0M1.25%
$1.0M - $1.5M1.15%
$1.5M - $2.0M1.00%
$2M+0.85%

Investment consulting services are performed on a negotiated basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1650 Huguenot Rd, Midlothian, VA, 23113

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Dee is an investment advisor with Hunter Michael Investment Advisors, Inc. Dee is also a life and health insurance agent, sells group annuity contracts, and is a rental property investor with their spouse.

Employment History
Current Registrations
Hunter Michael Investment Advisors INC
March 1998 - Present · 28 yrs 1 mo
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.