Slope Advisors LLC
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About
Slope Advisors serves individual and high-net-worth clients, with a particular focus on professionals in the technology and sales sectors who receive equity compensation. The firm offers a one-time, fixed-fee equity compensation tax strategy engagement and an ongoing Comprehensive Wealth Management service that combines discretionary portfolio management with integrated financial planning (financial planning is provided only as part of the ongoing service).
The firm’s approach emphasizes tax-aware, long-term asset allocation built primarily from low-cost, diversified ETFs and index mutual funds, with selective use of individual equities, sector- or theme-focused funds, and third‑party model portfolios available on the Altruist platform; accounts are managed on a discretionary basis with regular monitoring, quarterly reviews, and rebalancing. Slope Advisors intends to use the Altruist custodial and automated tools for trading and reporting and plans to deploy an AI transcription and drafting tool for meeting summaries and planning analyses, with all AI outputs reviewed by the firm and client recordings requiring consent.
Noteworthy for a newly organized advisory firm, Slope Advisors combines offering fixed-fee, engagement-based equity compensation planning with discretionary portfolio management and embedded financial planning—features that are statistically uncommon among firms in its category. The firm also discloses that it does not serve as a private fund adviser and operates as a solo practice with contingency planning in place should its sole investment professional become unavailable.
Client services
Expertise
Occupation focus
Fee options
Flat fee of $750 to $2,500 for Equity Compensation Tax Strategy (one-time engagement).
$0 - $500,000: 1.30% annually Over $500,000 - $1,000,000: 1.00% annually Over $1,000,000 - $5,000,000: 0.92% annually Over $5,000,000+: 0.85% annually
Fee-only: Flat fee of $750 to $2,500 for Equity Compensation Tax Strategy based on complexity; no commissions or third-party compensation.
Main office
1557 W Innovation Way, Ste 500
Lehi UT 84043
Advisors at this office
1
Most active in
Utah
Also doing business as
Barbell Capital LLC · Slope Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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