Select Equity Group offers investment management services to individual clients, private funds, and registered investment vehicles. For individual clients, they offer a long-only equity management program using fundamental analysis. The firm also offers other strategies with different fee schedules. All client accounts are managed on a discretionary basis.
Fee Structure
Select Equity Group generally charges an annual management fee between 0% and 2% of your portfolio, paid at the end of each calendar quarter. Fees are based on the fair market value of your portfolio. For accounts greater than $10 million, fees may be negotiated on a performance fee basis, involving both an asset-based fee and a performance-based fee. If your assets are invested in a money market mutual fund or exchange traded funds, you will be subject to management and other fees charged by such fund, as well as the advisory fee charged by Select Equity Group.