Sloy, Dahl & Holst is an investment advisor that manages investment portfolios for individuals and pension plans. They offer both discretionary and non-discretionary portfolio management services. They also offer financial consulting services on topics like risk management and investment planning. Sloy, Dahl & Holst uses different investment models based on your risk tolerance. They may recommend investments in stocks, mutual funds, ETFs and collective investment trusts.
Assets Under Management$1.8B
Clients526
Advisors6
Avg. per Client$3.4M
Avg. per Advisor$300M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10M+ | 0.55% |
Fees are negotiable. Certain qualified clients may be charged a performance fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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