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LEE SLATER + ASSOCIATES
LEE SLATER + ASSOCIATES is a renowned financial firm that has been providing top-notch financial services to its clients for over 20 years. With a team of highly experienced and knowledgeable advisors, the firm has helped numerous individuals and businesses achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Offers personalized financial planning and investment management services.
- Assists clients in creating a comprehensive financial roadmap to achieve their long-term goals.
- Provides regular portfolio reviews and adjusts strategies as needed.
- Offers a wide range of financial services to cater to various needs and goals.
- Provides unbiased and objective advice to clients.
- Ensures full transparency in all financial transactions and portfolio management.
Facts and Insights:
As of the latest data available, LEE SLATER + ASSOCIATES has over $1 billion in assets under management. The firm has a team of 15 dedicated and experienced advisors, with an average of 15 years in the financial industry. These advisors collectively hold various professional designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 15 | 20+ |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types:
LEE SLATER + ASSOCIATES caters to a diverse range of clients, including high-net-worth individuals, families, small businesses, and corporations. The firm believes in building long-term relationships with its clients and strives to understand their unique needs and goals to provide tailored financial solutions.
Fees & Compensation:
The firm primarily operates on a fee-only basis, which means it charges a percentage of the assets under management as its fee. This ensures that the advisors’ interests are aligned with those of their clients, as the firm does not receive any commissions or incentives for recommending specific investments.
Background:
LEE SLATER + ASSOCIATES was founded by Lee Slater in 1999. After years of working in the financial industry and witnessing the lack of personalized and unbiased financial advice, he decided to create a firm that prioritizes clients’ best interests above all else. Today, the firm has a team of experienced and dedicated advisors who continue to uphold the founder’s vision and values.
Financial Advisor Disclosures to Know:
As a registered investment advisor, LEE SLATER + ASSOCIATES adheres to the highest ethical standards and has a fiduciary duty to act in the best interests of its clients. The firm has no legal or disciplinary disclosures, ensuring that clients can trust their advisors to provide unbiased and transparent financial guidance.