Sloan Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,564,032
Total clients
32
66% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$1,986,376
Client services
Fee options
Financial planning fixed fees ranging from $3,500 to $15,000, negotiable.
$0 - $750,000: 1.00% $750,000.01 - $5,000,000: 0.75% $5,000,000.01+: 0.375%
Financial planning hourly fee: $275/hour with a minimum of 3 hours.
Account minimum: No minimum account requirement; however, there is a minimum annual fee of $7,500 (which may be waived at the firm's discretion). Minimum fee: $7,500 minimum annual fee, may be waived or reduced at the firm's discretion. Fee-only: Financial planning fixed fees from $3,500 to $15,000; hourly financial planning fees at $275/hour with a minimum of 3 hours.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Sloan Advisory Group, Inc.
237 Glen Street, Suite 109
Glens Falls NY 12801, United States
Number of offices
1
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