Sellwood Investment Partners is an independent investment advisory firm offering a range of services including investment policy statement development, asset allocation, manager selection, performance reporting, and client education. Sellwood works with clients to customize the level of discretion that best fits their needs. Sellwood's recommendations consider only the needs of the client, without affiliation to broker-dealers or insurance companies.
Assets Under Management$2.3B
Clients72
Advisors8
Avg. per Client$32M
Avg. per Advisor$290M
Fee Structure
Investment management only (planning not offered)
Sellwood Investment Partners' fees are based on fixed annual retainer fees or a percentage of assets under advisement. Fees are negotiable based on factors like portfolio size and complexity. Clients are also responsible for fees charged by investment managers and custodians.
Loading...