Sl Advisors, LLC
Assets Under Management
$445.6M
Number of Clients
56
Number of Advisors
3
Average Client AUM
$8.0M
AUM per Advisor
$148.5M
Compensation
Fee-Only (AUM)
About This Firm
SL Advisors provides investment advisory services through separately managed accounts (SMAs) and to private investment funds. They offer two distinct investment strategies: SL Advisors MLP Strategy and SL Advisors Low Vol Long Only Strategy. The firm also publishes a monthly newsletter and an investment blog.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
The annual fee for investment supervisory services is 1% of the market value of the client's account, charged quarterly in arrears. A minimum account size of $1,000,000 is generally required, but may be waived at the firm's discretion. Fees are generally not negotiable, but the firm has the right to reduce or waive the management fee. When SL Advisors recommends investment companies for SMA accounts, for which it serves as portfolio manager, it does not charge a separate management fee for the SMA assets allocated to the investment companies. SL Advisors’ compensation comes from the investment company.
Areas of Practice
Location
NJ, United States