Slagel Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,367,915
Clients
114
26% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
114
Very HighAverage account size
$459,368
About
Slagel Investment Management provides fee-only investment portfolio planning and management to individuals, families, small businesses and trusts, offering continuous discretionary management, one-time investment reviews, and a Fiduciary Mapping & Monitoring service currently in development. The firm operates both fund-based Core portfolios and more actively managed Performance portfolios that may include individual stocks.
The firm emphasizes strategic asset allocation and a core-and-satellite approach, using low-cost passive index funds as the foundation while adding active selections where appropriate, with routine rebalancing and tax-loss harvesting employed as needed. It aggregates held-away accounts through vendor integrations and uses software with AI features for administrative tasks and research support, although final buy/sell decisions are made by the firm and most client assets are managed on a discretionary basis.
Distinctive aspects disclosed in the brochure include past regulatory matters (a 2006 enforcement action and a 2019 settlement that resulted in remediation measures, temporary restrictions on offerings involving options and certain alternative investments, and engagement of a compliance consultant). The firm’s owner is also affiliated with an accounting practice, Accounting Associates, Inc., with reciprocal referrals and a substantial allocation of the owner’s time to both businesses, a relationship the firm identifies as an economic conflict of interest.
Client services
Portfolio management
Expertise
Tax-loss harvesting
ESG / Sustainable investing
Passive / index investing
Active portfolio management
Fee options
Investment Review one-time fee: greater of $60 or 0.40% of investment market value for first review; follow-ups at 0.15% or 0.10% depending on timing.
$0 - $50,000: Flat fee $120 per year ($10 per month) for Core Portfolios Greater than $50,000+: Core Portfolios: Basic Core 0.30%, Quality Core 0.36%, Growth & Value Core 0.42% 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%
Fiduciary Mapping & Monitoring Service fee: 0.12% per year (0.01% per month) for accounts over $50,000, $0 for accounts $50,000 or less
Minimum fee: Flat fee of $120 per year ($10 per month) for Core Portfolios under $50,000; one-time Investment Review fee minimum $60 Fee-only: Fee-only investment management firm; fees paid by clients only; no commissions or sales charges
Main office location
Slagel Investment Management
303 Church Street Se
Blacksburg VA 24060-4805, United States
Number of offices
1
Most active in
Slagel Investment Management has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
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")