Advisor at Patton Albertson Miller Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Washington, GA
Credentials
Series 63, Series 65
Industry experience
22 years
Thomas Slaton is a financial advisor with Patton Albertson Miller Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Colony Capital Management, LLC since 2012. Patton Albertson Miller Group is a fee-only wealth management firm serving affluent individuals, families, pension plans, and charitable organizations. The firm employs a blend of fundamental and technical analysis to manage approximately $1.54 billion in discretionary assets, offering portfolio management, financial planning, trust services, and access to alternative investments.
Based on Patton Albertson Miller Group, LLC
Based on Patton Albertson Miller Group, LLC
Financial planning fees generally range between $1,500 and $16,000 depending on complexity
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
Up to $250 per hour for financial planning services
Account minimum: $10,000,000 Minimum fee: Minimum annual fee is $10,000 per client Fee-only: Fee-only wealth management and financial planning services; no commissions received.
Washington, GA
Georgia
Colony Capital Management, LLC
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
Is not active or affiliated with:
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.
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