Tanner Banister is a CFP-designated registered investment advisor at Richard P. Slaughter Associates, INC., based in Austin, TX, with 7 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 512 clients with $860M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20.0M - $40.0M | 0.45% |
| $40M+ | 0.35% |
Investment advisory fees are negotiable at the firm's sole discretion. Certain legacy clients may have different pre-existing service offerings and fee schedules.
Fee Estimator
Location
9600 North Mopac, Suite 600, Austin, TX, 78759
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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
Richard P. Slaughter Associates, INC.
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Waterloo Capital
Calton & Associates, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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.