Selerski Asset Management offers financial planning and investment management services to individuals, high net worth individuals, families, trusts, estates, businesses and charities. Financial planning includes reviewing a client's current financial position, goals, and dreams to develop a comprehensive plan. Investment management is discretionary and tailored to the client's objectives, risk tolerance, and other factors. They also offer qualified plan consulting services to employee benefit plans.
Assets Under Management$30M
Clients37
Advisors1
Avg. per Client$810K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...