Select Investment Services manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning services covering retirement, risk management, college savings, and more. For high-net-worth individuals and small businesses, they provide personal CFO services, coordinating with other financial professionals.
Assets Under Management$450K
Clients8
Advisors1
Avg. per Client$56K
Avg. per Advisor$450K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. For clients with over $1,000,000 in assets under management with Select Investment Services, financial planning services are included. When an Outside Manager is used, the above fee schedule includes the Outside Manager’s fee. Total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...