Bennett Selby Investments, L.P.

Fee-Only (% of Portfolio)

Bennett Selby Investments is an independent registered investment advisor founded in 2006 and based in Falmouth, Maine. The firm manages investment portfolios for individual clients and retirement plans on a discretionary basis, meaning Bennett Selby makes investment decisions on behalf of clients without asking first for every trade. Bennett Selby focuses on building concentrated portfolios of publicly traded stocks, exchange-traded funds, and mutual funds, looking for businesses with strong economics and management that trade below their intrinsic value. The firm takes a patient, long-term approach and holds cash or uses option strategies when attractive opportunities are not immediately available. In addition to individual account management, Bennett Selby offers pension consulting services to qualified retirement plans.

Assets Under Management$340M
Clients97
Advisors3
Avg. per Client$3.5M
Avg. per Advisor$110M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

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3 Advisors at this firm

Bennett Selby Investments, L.P. - Fees, AUM & Advisors | TrueAdvisor