Slagel Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$44,917,523
Total clients
112
16% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
112
Average account size
$401,049
Client services
Fee options
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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Slagel Investment Management
303 Church Street Se
Blacksburg VA 24060-4805, United States
Number of offices
1
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")