VS
CFA
VS
CFA

Vipin Sahijwani

19 Years of Experience
Washington, DC

Vipin Sahijwani is a CFA-designated registered investment advisor at Select Investment Solutions, LLC, based in Washington, DC, with 19 years of industry experience. Vipin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 32 clients with $37M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
32 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$37.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fees range from 0.25% to 0.75% depending on the strategy. The Select Dividend US 30 Portfolio is charged at 0.30% per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1100 Connecticut Avenue, Nw, Suite 300, Washington, DC, 20036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Select Investment Solutions, LLC
January 2023 - Present · 3 yrs 9 mos
Lynx Investment Advisory, LLC
August 2007 - Present · 19 yrs 2 mos
State Registrations2 states
DCMA
Advisor

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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