Selby Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans. Selby Wealth creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using mutual funds and exchange-traded funds. They also offer financial planning services covering investment planning, retirement planning, personal savings, and education savings.
Assets Under Management$540M
Clients187
Advisors3
Avg. per Client$2.9M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Legacy Clients may be subject to different fees, and fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...