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Thomas Marion Slaton

Advisor at Patton Albertson Miller Group, LLC — Washington, GA

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Credentials

Series 63, Series 65

Experience

23 years

Location

Washington, GA

Patton Albertson Miller Group, LLC logo

Patton Albertson Miller Group, LLC

Team

Total advisors

18

Across 6 offices

Clients per advisor

34 Low

Avg AUM per client

$2,549,696 Very High

HNW client ratio

60% Very High

About

Thomas Slaton is a financial advisor at Patton Albertson Miller Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and worked for Colony Capital Management, LLC for 13 years prior to joining his current firm. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and specialized consulting, employing discretionary portfolio management with model allocations and access to alternative investments for qualified clients.

Client services

Based on Patton Albertson Miller Group, LLC

Financial planning Portfolio management
Consulting and sub advisory services, cash management solutions

Expertise

Based on Patton Albertson Miller Group, LLC

Wealth management Business succession planning Cash flow / budgeting

Occupation focus

Based on Patton Albertson Miller Group, LLC

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Project-based

Up to $250 per hour for financial planning; fees generally range between $1,500 and $16,000 depending on complexity.

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 per client, based on aggregate of all accounts, subject to negotiation. Fee-only: Firm is fee-only; no commissions received; advisory fees are the only fees charged by the firm.

Location

See office

Washington, GA

Washington GA

Advisors at this office

1

Most active in

Georgia

Work history

23 years of industry experience

Colony Capital Management, LLC

2012 - 2025 • 13 years

Atlanta, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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