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OUR FEE STRUCTURE

WEALTH MANAGEMENT FEES

Our fee-based investment management schedule is designed to be fair and transparent. There are no mandatory holding periods or hidden charges. Our goal is to have happy clients that we can work with for the long-term.

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With the help of a Slaton Capital Advisor private wealth advisor, you will be able to follow an investment strategy that's best for you in order to help reach your financial goals.  

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We generally require a minimum account size of $250k.

Assets Under Management

Annual Fee

$0 - $500k

1.25%

$500k - $2m

1.00%

$2m - $5m

0.80%

$5m - $10m

0.65%

$10m - $25m

0.50%

$25m - $50m

0.35%

$50m and above

0.30%

VALUE OF PROFESSIONAL GUIDANCE

Is Hiring A Financial Advisor Worth It?

A professional can enhance your annual return by:

Tax Optimization

up to 0.75%

Disciplined Rebalancing

up to 0.35%

Low- Cost Institutional Investments

up to 0.45%

Efficient Asset Distribution

up to 0.70%

Behavioral Coaching

up to 1.50%

Vanguard introduced the term "Advisor Alpha" in 2001 to explain the broad concept of how advisors can add value for clients. Based on Morningstar Research, the information about shows how hiring a competent wealth advisor can create alpha for their clients when compared to clients self-investing. When considering the advisor's fees, this can create an increase of up to 3.45% in annual returns, net of fees, over the course of the relationship.

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HOME    DISCLOSURES

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Slaton Capital Advisors Ltd (“SCA”) is a registered investment advisor offering advisory services in the State(s) of Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SCA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of SCA, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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© 2025 Slaton Capital Advisors Ltd.

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