Trevor Martin is a registered investment advisor at Richard P. Slaughter Associates, INC., based in Austin, TX, with 1 years of industry experience. Trevor 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
Rps Retirement Plan Advisors
State Registrations1 state
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