Advisor at Slaton Capital Advisors
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Firm
Slaton Capital Advisors
Location
Bartonville, TX 76226
Credentials
Series 65
Industry experience
7 years
Matthew Slaton is the principal of Slaton Capital Advisors in Bartonville, TX, holding a Series 65 designation with seven years of industry experience. He has held roles at Equity Services, Inc. and InSight Financial Group, and has involvement in affiliate marketing through Gnarlife LLC. He has been managing his own firms, Slaton Capital Advisors Ltd and Slaton Capital Management LLC, since 2009 and 2005, respectively. Slaton Capital Advisors provides wealth advisory and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. The firm employs an academically oriented investment approach focused on diversification, long-term portfolio structure, and risk management, and it serves both individual and institutional clients through comprehensive financial planning and portfolio management.
Based on Slaton Capital Advisors
Based on Slaton Capital Advisors
$0 - $500,000: 1.25% annually (Pre-Retiree), 1.15% annually (Retiree) $500,001 - $1,000,000: 1.00% annually (Pre-Retiree), 0.90% annually (Retiree) $1,000,001 - $2,500,000: 0.90% annually (Pre-Retiree), 0.80% annually (Retiree) $2,500,001 - $5,000,000: 0.80% annually (Pre-Retiree), 0.75% annually (Retiree) $5,000,000 - $10,000,000: 0.65% annually (both Pre-Retiree and Retiree) $10,000,001 - $20,000,000: 0.50% annually (both Pre-Retiree and Retiree) $20,000,001+: 0.35% annually (both Pre-Retiree and Retiree)
Monthly retainer fees ranging from $0 to $899 depending on account size and client business status
Account minimum: $250,000 Minimum fee: Monthly retainer fees ranging from $0 to $899 depending on account size and client type Fee-only: Fee-only basis; no commissions or sales charges accepted
124 Mcmakin Rd, Building 2, Suite 205
Bartonville, TX 76226
Texas
Equity Services, inc.
2018 - 2020 (2 years)
InSight Financial Group
2017 - 2025 (8 years)
Gnarlife LLC
2012 - 2023 (11 years)
Influence Health
2010 - 2017 (7 years)
Slaton Capital Advisors Ltd
2009 - Present (17 years)
Slaton Capital Management LLC
2005 - Present (21 years)
BIRCHBROOK GROUP Corp
2001 - 2017 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, Series 66
Northlake, TX
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