Selah Wealth Advisors provides investment management and financial planning services to individuals and high-net-worth individuals. Selah Wealth Advisors offers advice on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like retirement, insurance, college savings, and estate planning. Clients work with a planner to create and monitor a financial plan tailored to their goals.
Assets Under Management$8.1M
Clients65
Advisors1
Avg. per Client$130K
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.29% |
| $1.0M - $3.0M | 0.99% |
| $3M+ | 0.69% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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