Seslia Virgin Islands Securities manages investment portfolios and provides tailored investment strategies for individuals and institutional clients. Formerly operating as a securities broker-dealer, the company transitioned to a registered investment advisor. Seslia primarily uses index funds, exchange-traded funds, and mutual funds to build diversified portfolios tailored to each client's individual requirements, risk tolerance, and goals. The firm emphasizes geographic and industry diversification, typically leaning toward a balanced allocation of equities and income-generating assets, while accommodating client preferences such as social investing. In addition to direct portfolio management, Seslia assists clients with mutual fund share enrollments and can provide insurance products through licensed representatives. The firm operates primarily from the U.S. Virgin Islands with additional registrations in Washington D.C. and Maryland.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.00% |
| $50K - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable based on the amount of assets managed. For accounts up to $50,000, a flat $500 annual fee applies. Mutual fund F-class share assets are compensated directly by providers at 0.75% annually.