Sela Capital Group LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Sela Capital Group is a registered investment advisor based in Colorado Springs, Colorado, that provides personalized investment management and financial planning services. Sela Capital Group helps clients build and monitor investment portfolios tailored to their individual risk tolerance, time horizon, and financial goals. In addition to managing portfolios directly, the firm can recommend third-party money managers to oversee all or a portion of client assets. Sela Capital Group also offers comprehensive and targeted financial planning services, helping clients map out their long-term financial objectives. The firm works with a variety of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. Sela Capital Group operates as a fiduciary when providing retirement advice, meaning they are legally required to act in your best interest.

Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is a flat 2%. Fees may be negotiable in the firm's sole discretion.

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

2 Advisors at this firm

Sela Capital Group LLC - Fees, AUM & Advisors | TrueAdvisor