Selene Sullivan is a PFS-designated registered investment advisor at Go Wealth Management, based in Eugene, OR, with 13 years of industry experience. Selene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 7 more. Their firm serves 519 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, and fees are negotiable. Financial planning is included with investment management.
Fee Estimator
Location
Eugene, OR
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Selene is a CPA and President of Principal Accounting PC, managing the firm and preparing tax returns. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Go Wealth Management
Previous Registrations
Avantax Advisory Services
H.D. Vest Advisory Services, INC
H.D. Vest Advisory Services, INC
J.R. Young, P.C.
State Registrations1 state
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
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