Bernard Selz
Bernard Selz is a registered investment advisor at Ingalls & Snyder LLC, based in New York, NY, with 58 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,453 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ingalls & Snyder charges fees based on the value of your portfolio. The maximum annual fee for accounts with equities or equities and fixed income is 1.50% of the assets they manage. For accounts solely with fixed income, the maximum fee is 1.00%. Fees are generally billed quarterly based on the account value at the end of the quarter. Fees may be negotiable.
Location
1 Rockefeller Plaza, 7th Floor, New York, NY, 10020
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1999Other 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 & Snyder LLC
Ingalls & Snyder, LLCBroker
Previous Registrations
Neuberger Berman Bd LLCBroker
Gagnon Securities, LLCBroker
Morgan Joseph & CO. INC.Broker
Ing Furman Selz Financial Services LLCBroker
Ing Barings LLCBroker
Seiden & De Cuevas IncorporatedBroker
State Registrations2 states
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.