JH
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
512 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$863.9M
Fee Structure
Minimum Investment:$1M
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20.0M - $40.0M | 0.45% |
| $40M+ | 0.35% |
Investment advisory fee is negotiable at our sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$12,500
Hourly Rate:$225/hr
For managed accounts, fees are based on a percentage of assets under management, billed quarterly in advance. The minimum quarterly household fee is $3,125. For hourly consulting, the rate is $225 per hour plus expenses. Fees are negotiable based on various factors. Certain legacy clients may have different pre-existing service offerings and fee schedules.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
9600 North Mopac, Suite 600, Austin, TX, 78759
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Richard P. Slaughter Associates, INC.
April 2011 - Present · 14 yrs 9 mos
State Registrations2 states
NMTX
Advisor
Exams
No exam information available for this advisor.