Slagle Financial provides ongoing portfolio management services based on each client's individual goals, risk tolerance, and time horizon. Slagle Financial also offers financial planning services, either as part of investment management or on a standalone basis, covering areas like estate planning, retirement planning, and tax planning. Slagle Financial may use third-party investment managers.
Assets Under Management$320M
Clients1,395
Advisors12
Avg. per Client$230K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $1.5M | 1.55% |
| $1.5M - $3.0M | 1.45% |
| $3.0M - $6.0M | 1.25% |
| $6.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. Existing clients may be charged according to prior published fee schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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