SLP Wealth offers investment management where they make investment decisions for you, financial planning covering topics like retirement and taxes, and non-discretionary investment management for 401(k) accounts. They also offer tax preparation and bookkeeping services. SLP Wealth generally invests client assets in a diversified portfolio of mutual funds and exchange traded funds, but may also retain a third-party investment advisor.
Fee Structure
If you want SLP Wealth to manage your investments, you'll pay a fee based on the value of your portfolio, starting at 0.75% per year. If SLP Wealth hires another firm to help manage your investments, you may pay an additional fee up to 0.12% per year on the portion of your account managed by that other firm. This fee is in addition to a monthly financial planning fee that ranges from $199 to $834 per month, unless you have at least $1,000,000 under SLP Wealth's management, in which case the monthly financial planning fee is waived.