Facts and Insights
SLAUSON & CO. MANAGEMENT, L.L.C. is a financial advisory firm that offers expert financial management services to its clients. Founded in 2010, SLAUSON & CO. has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides customized financial solutions based on individual client needs and goals.
- Offers a range of services including investment management, financial planning, and retirement planning.
- Utilizes a comprehensive approach to financial planning that takes into account all aspects of a client’s financial situation.
- Regularly monitors and adjusts client portfolios to ensure they remain aligned with their goals and risk tolerance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10 years |
Financial Services Offered:
SLAUSON & CO. MANAGEMENT, L.L.C. offers a variety of financial services, including:
- Investment management
- Financial planning
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance services
Client Types:
SLAUSON & CO. MANAGEMENT, L.L.C. works with a diverse range of clients, including:
- Individuals and families
- Small business owners
- Retirees
- High net worth individuals
- Corporate executives
Fees & Compensation:
SLAUSON & CO. MANAGEMENT, L.L.C. charges a fee based on a percentage of assets under management. This fee structure incentivizes the advisors to grow a client’s assets and helps align their interests with the client’s. In addition, the firm may also receive compensation from third-party providers for recommending their products and services to clients. Clients will always be fully informed of any fees and compensation received by the firm.
Background:
SLAUSON & CO. MANAGEMENT, L.L.C. was founded by John Slauson, a certified financial planner with over 20 years of experience in the financial industry. Prior to founding the firm, Slauson worked at several reputable financial institutions and has earned numerous accolades for his financial expertise.
Financial Advisor Disclosures to Know:
SLAUSON & CO. MANAGEMENT, L.L.C. is a registered investment advisor and as such, is required to adhere to all applicable federal and state regulations. The firm has a clean record with no disciplinary actions or regulatory sanctions. Additionally, all advisors at SLAUSON & CO. are held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times.
In conclusion, SLAUSON & CO. MANAGEMENT, L.L.C. is a reputable financial advisory firm that is dedicated to helping clients successfully navigate their financial journey. With a team of experienced advisors and an array of services, the firm is well-equipped to assist individuals and families in reaching their financial goals.