Advisor at Slagel Investment Management
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.
Firm
Slagel Investment Management
Location
Blacksburg, VA 24060
Credentials
Series 63, Series 65
Industry experience
22 years
Flat Fee of $120 per year ($10 per month) for Core Portfolios under $50,000; $60 minimum fee for one-time Investment Reviews.
$0 - $50,000: Flat Fee of $120 per year ($10 per month) Greater than $50,000+: Core Portfolios: Basic Core 0.30% annually; Quality Core 0.36% annually; Growth & Value Core 0.42% annually Greater than $50,000+: Performance Portfolios: Income Only 0.24%; Income Focused 0.36%; Income Moderate 0.48%; Balanced 0.60%; Growth Moderate 0.72%; Growth Focused 0.90%; Growth Only 1.08% annually
Minimum fee: Flat Fee of $120 per year ($10 per month) for Core Portfolios under $50,000 Fee-only: Fee-only investment management firm; no commissions accepted.
#IA SLAGEL ASSET MANAGERS/Slagel Investment Management
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Radford, VA
Edward Jones
Series 63, Series 66
Blacksburg, VA
Edward Jones
Series 66
Christiansburg, VA
Edward Jones
CFP®, Series 66
Blacksburg, VA
Edward Jones
CFP®, Series 66
Radford, VA
Ataraxia Advisory Services, LLC
CFP®, Series 66
Radford, VA
Cultivate Financial Planning
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