Lee Slater + Associates

Overview

Lee Slater + Associates is a small, sole-proprietor advisory practice that acts as a capital allocator with a clear tilt toward publicly traded equities. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers — a mix that signals it often builds or oversees multi-manager solutions rather than running large in-house product factories. Its business classification lists accounting activities alongside advisory work, which suggests the principal combines tax or accounting services with investment advice. Investment preferences skew to equity exposures, implemented predominantly through exchange-traded instruments and separately managed accounts. The firm charges clients using a combination of percentage-of-AUM, hourly, and fixed fees, giving flexibility for advisory engagements ranging from ongoing portfolio management to one-off planning projects. Lee Slater + Associates does not identify as an active ESG investor and appears to operate from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices