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Bernard Selz

Ingalls Investment Management, LLC
58 Years of Experience
New York, NY
1 DisclosureBroker
View SEC Summary
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Bernard Selz is a registered investment advisor at Ingalls Investment Management, LLC, based in New York, NY, with 58 years of industry experience. Bernard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 4,453 clients with $7.8B in assets under management.

Ingalls Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
4,453 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$7.8B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50% for equity or equity/fixed-income portfolios. Fixed-income only portfolios have a maximum fee of 1.00%. Financial planning services max out at 1.00%. Individual representatives may offer tiered schedules with lower rates for larger accounts, and fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1 Rockefeller Plaza, 7th Floor, New York, NY, 10020

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bernard is the trustee of the Bernard Selz Revocable Trust, president of Selz Foundation, Inc., and partnership representative of Fouquet, LLC, dedicating the majority of his time to managing assets for these entities. He also serves as the managing member of Selz Capital, LLC and Luxor, LLC, spending minimal time on these activities, with Luxor in the process of being dissolved.

Employment History
Current Registrations
Ingalls Investment Management, LLC
August 2026 - Present · 2 mos
Ingalls & Snyder, LLCBroker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Ingalls Investment Management, LLC
July 2021 - August 2026 · 5 yrs 1 mo
Neuberger Berman Bd LLCBroker
February 2020 - February 2021 · 1 yr
Gagnon Securities, LLCBroker
February 2010 - February 2020 · 10 yrs
Morgan Joseph & CO. INC.Broker
January 2004 - February 2010 · 6 yrs 1 mo
Ing Furman Selz Financial Services LLCBroker
February 2000 - January 2004 · 3 yrs 11 mos
Ing Barings LLCBroker
August 1973 - February 2000 · 26 yrs 6 mos
Seiden & De Cuevas IncorporatedBroker
January 1968 - February 1974 · 6 yrs 1 mo
State Registrations2 states
NJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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