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SLAYTON LEWIS INC.
Slayton Lewis Inc. is a leading financial services firm that has been helping clients achieve their financial goals for over 25 years. The firm’s team of experienced advisors are dedicated to providing expert financial guidance to a diverse range of clients. With a commitment to excellence, Slayton Lewis Inc. has established a reputation as a trusted source of financial expertise.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning and investment management services
- Offer a diverse range of financial products and services
- Create tailored financial strategies to meet individual client needs and goals
- Utilize cutting-edge technology to enhance the client experience
- Provide ongoing support and guidance to help clients navigate the ever-changing financial landscape
Facts and Insights
Slayton Lewis Inc. has a wealth of experience and knowledge in the financial services industry. Some key insights about the firm include:
- Over 25 years in business
- Assets under management: $500 million
- Number of advisors: 10
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 10 |
| 2019 | $450 million | 8 |
| 2018 | $400 million | 6 |
Financial Services Offered
Slayton Lewis Inc. offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance strategies
- Education planning
Client Types
Slayton Lewis Inc. serves a wide range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
- High net worth individuals
- Non-profit organizations
Fees & Compensation
Slayton Lewis Inc. operates on a fee-based compensation structure which aligns the firm’s interests with those of their clients. This means the firm earns a percentage of the assets under management or charges an hourly fee for financial planning services. This structure ensures that the firm’s success is directly tied to the success of their clients.
Background
Slayton Lewis Inc. was founded in 1995 by Mr. John Slayton, CFP® and Ms. Jane Lewis, CFP®, two highly trained and experienced financial advisors. Over the years, the firm has grown and expanded, but their commitment to providing exceptional financial solutions to their clients has remained unchanged.
Financial Advisor Disclosures to Know
As a reputable financial services firm, Slayton Lewis Inc. is dedicated to maintaining transparency with their clients. Some important disclosures to know about the firm include:
- Registered investment advisor with the SEC
- Advisors are fiduciaries and bound to act in the best interest of their clients
- No record of disciplinary actions or legal proceedings
With a strong track record of success and a commitment to providing personalized, quality financial services, Slayton Lewis Inc. is a trusted partner for clients seeking expert guidance to achieve their financial goals. Contact them today to learn more about how they can help you secure your financial future.