Assets Under Management
$315.2M
Number of Clients
109
Number of Advisors
N/A
Avg. Portfolio per Client
$2.9M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
Selway Asset Management (SAM) is a registered investment advisor providing ongoing investment management services. SAM aims to enhance investment outcomes through strategic asset allocation and careful selection of individual investments. Clients engage SAM's services through a written agreement outlining the services and associated fees. SAM has been in business since 1967.
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees may be waived or reduced for certain family or affiliated accounts. We reserve the right, under certain circumstances, to negotiate fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
877 W. Main Street, Suite 602, Boise, ID, 83702
0 Advisors at this firm
No advisors found for this firm.