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RP Slater Financial Management, LLC

Headquartered in RESTON, VA

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Firm Information

RP Slater Financial Management, LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services to individuals and businesses. They specialize in serving high-net-worth individuals, with 14 clients and $11,225,000 in assets under management in this category. They also serve individuals other than high-net-worth, with 11 clients and $2,640,000 in assets under management, and corporations or other businesses, with $335,000 in assets under management. The firm has a total of 86 client accounts with approximately $14,200,000 in regulatory assets under management.

RP Slater Financial Management, LLC

$14.20M

Assets Under Management

3

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

RP SLATER FINANCIAL MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

RESTON, VA

Advisors at RP Slater Financial Management, LLC

View All 2 Advisors
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Matthew R Slater

RA

RESTON, VA

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Richard P Slater

CFP®, RA

RESTON, VA

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Disclosures

There are no public disclosures for RP Slater Financial Management, LLC.

Frequently Asked Questions (7)

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