Selective Advisors offers consultancy services, emphasizing continuous account supervision. They advise on financial instruments like stocks, bonds, exchange traded funds, closed end funds, mutual funds, options, and other public and private securities. Investment plans are tailored to client needs and risk tolerance, with quarterly reviews and rebalancing as needed. Selective Advisors requires authority to manage trades with client approval prior to each transaction.
Assets Under Management$1.9M
Clients33
AdvisorsN/A
Avg. per Client$58K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable per each particular advised customer.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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