Selkirk Wealth Advisors offers financial planning and investment management services to individuals, families, and businesses. Financial planning covers areas like tax, insurance, education, retirement, and estate planning. Investment management involves creating customized portfolios using mutual funds, exchange-traded funds, stocks, and bonds, and may include using third-party money managers. Selkirk monitors and rebalances portfolios to meet client goals.
Assets Under Management$210M
Clients204
Advisors3
Avg. per Client$1M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Fees are negotiable, including the option of a flat fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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