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.

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.  

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.