Slagle Financial, LLC.
Assets Under Management
$315.0M
Number of Clients
1,395
Number of Advisors
10
Average Client AUM
$226K
AUM per Advisor
$31.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Slagle Financial, LLC provides ongoing portfolio management services based on individual client goals and risk tolerance. They assess client situations, create investment plans, and manage accounts internally or recommend third-party managers. They also offer financial planning services, including estate, income/retirement, and tax planning, on a standalone basis or as part of investment management engagements.
Fee Structure
Slagle Financial charges an annual fee based on a percentage of assets under management. For financial planning, a fixed fee of $2,000 is charged for a total package including retirement planning, review of financial statements, and a personalized confidential proposal. Individual services are also available: Retirement Planning - $1,000, Income Planning - $500, Distribution Planning - $500. The hourly rate for financial planning services is $200. A minimum account size of $50,000 is required, but may be waived at the firm's discretion.
Areas of Practice
Location
419 St. Louis Street, Edwardsville, IL, 62025