Selective Wealth Management offers comprehensive wealth management covering financial planning, investment management, estate planning, tax strategies, lifestyle protection, and charitable giving. They also provide ongoing portfolio management services tailored to client's objectives and risk tolerance. Selective generally requires a minimum of $1,000,000 in assets under management but may waive this requirement.
Assets Under Management$450M
Clients697
Advisors9
Avg. per Client$650K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Advisory fees are negotiable and therefore individual client contracts may differ. Fee schedules represented on contracts supersede the fee schedule specified here.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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