Tanner Dale Banister

CFP

Richard P. Slaughter Associates, INC.

7 Years of Experience

View SEC Summary

Firm Information

Richard P. Slaughter Associates, INC.

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.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Advisor Information

Office location

9600 North Mopac, Suite 600, Austin, TX, 78759

Get directions

Regulatory 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.