Select Money Management provides general investment advisory services, tactically managed portfolios, and third-party manager oversight for individuals, businesses, trusts, and retirement plans. The firm develops customized investment strategies based on clients' financial needs, goals, and risk tolerance, utilizing fundamental and technical analysis. Select Money Management offers several programs, including a wrap fee program and an asset management platform, though certain programs are closed to new clients. The firm tailors investment solutions using mutual funds, exchange-traded funds, individual stocks, and bonds. Additionally, Select Money Management assists businesses with retirement plans such as SEP IRAs, 401(k) plans, and defined benefit plans. The firm operates as a subsidiary of SEIA Holdings and maintains affiliations with broker-dealers and insurance services, providing clients with access to affiliated financial products and professional networks.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees range between 0.70% and 2.20% depending on asset allocation strategy, assets under management, complexity, and circumstances. Fees are negotiable.