Lori Slaughter is a registered investment advisor at Millennial Wealth Management, LLC, based in Amarillo, TX, with 6 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 90 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The above fee schedule does include the Outside Manager’s fee. The Outside Manager’s fee is 0.15% annually, on the assets under management. The management fee includes Pontera's 0.25% fee. The annual fees are negotiable.
Fee Estimator
Location
Amarillo, TX
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Millennial Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations3 states
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