Slocum, Gordon & Co. (SGCo) offers ongoing investment management services to help clients manage their investment accounts. SGCo works with clients to establish goals based on their investment objectives, time horizon, risk tolerance, and liquidity needs. SGCo manages accounts on a discretionary basis, meaning they can buy and sell securities without asking for approval before each transaction.
Assets Under Management$220M
Clients131
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to employees and family members.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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