Richard P. Slaughter Associates provides wealth management through managed accounts and hourly consulting. For managed accounts, they offer both discretionary (where they make trading decisions) and non-discretionary (where you approve recommendations) options. They specialize in active asset management and financial planning, advising on mortgages, real estate, insurance, tax, and estate planning. They also help clients select other advisors. Services are tailored to individual needs.
Assets Under Management$860M
Clients512
Advisors14
Avg. per Client$1.7M
Avg. per Advisor$62M
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$12,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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