Slagel Investment Management
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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
Expertise
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
303 Church St SE
Blacksburg VA 24060
Advisors at this office
1
Most active in
North Carolina · Texas · Virginia
Also doing business as
Si Management · Slagel Asset Managers · Slagel Investment Management · Slagel, Zachary Tanner · Slagelasset Managers
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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