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Slate Peak Financial Services, LLC

Headquartered in MEDFIELD, MA

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Firm Information

Slate Peak Financial Services, LLC is an investment advisor headquartered in Denver, CO. The firm provides financial planning, educational seminars, and portfolio management services to individuals and high-net-worth individuals. They currently manage over $14.7 million in regulatory assets for 80 clients.

Slate Peak Financial Services, LLC

$14.74M

Assets Under Management

15

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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)

SLATE PEAK FINANCIAL SERVICES, LLC has a total of 1 branch locations across the country.
location

MEDFIELD, MA

Advisors at Slate Peak Financial Services, LLC

View All 1 Advisors
Unclaimed
Ian Eugene Rea

CFP®, CFA®, RA

MEDFIELD, MA

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Disclosures

There are no public disclosures for Slate Peak Financial Services, LLC.

Frequently Asked Questions (5)

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