Selected Objectives is a registered investment advisor founded in Florida, led by Peter Bisulca. Selected Objectives offers continuous portfolio management services tailored to each client's specific financial situation, investment objectives, and risk tolerance. The firm helps clients buy, sell, and manage various investments, including stocks, bonds, options, and exchange-traded funds, using fundamental and technical analysis strategies. Selected Objectives works with individuals, high-net-worth families, corporations, trusts, and estates. Clients retain ownership of their assets, which are held by qualified independent custodians, and can place reasonable restrictions on how their accounts are managed. In addition to investment management, the firm's professionals may offer insurance products and mortgage origination services outside of their advisory roles.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The standard annual fee is 1.25%, with exceptions available on a case-by-case basis.