Sloy, Dahl & Holst, LLC
Assets Under Management
$1.7B
Number of Clients
495
Number of Advisors
5
Average Client AUM
$3.4M
AUM per Advisor
$336.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sloy, Dahl & Holst, LLC offers discretionary and non-discretionary portfolio management services tailored to individual client needs and investment objectives, including proprietary models with varying risk tolerances. They also provide financial consulting services on specific financial topics. The firm manages assets for individuals, pension plans, and other entities.
Fee Structure
Portfolio management fees are negotiable, with a maximum of 2% annually on the first $10 million and 0.55% on amounts above that. Fees are billed quarterly in advance. Financial consulting services are billed at $350 per hour. Certain qualified clients may be charged a performance-based fee. The firm may combine account values of family members to determine the applicable advisory fee. Class 1 shareholders of the Collective Investment Funds are charged 0 basis points. Class 2 is available to other investment advisers and the fee is 25 basis points on the assets managed.
Areas of Practice
Location
1220 Main Street, Suite 400, Vancouver, WA, 98660