Richard P. Slaughter Associates, INC.

Assets Under Management

$863.9M

Number of Clients

512

Number of Advisors

13

Average Client AUM

$1.7M

AUM per Advisor

$66.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Richard P. Slaughter Associates, Inc. offers wealth management through discretionary and nondiscretionary managed accounts and hourly consultations. They specialize in active asset management and comprehensive financial planning, advising on mortgages, real estate, insurance, tax, and estate planning. Services are tailored to individual needs.

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $20.0M0.55%
$20.0M - $40.0M0.45%
$40M+0.35%

Investment advisory fee is negotiable at the firm's sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$12,500
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Loading...
Location

9600 North Mopac, Suite 600, Austin, TX, 78759

13 Advisors at this firm