Selected Objectives offers ongoing investment management services, tailoring advice to each client's financial situation, goals, and risk tolerance. They monitor accounts and provide advice on buying, selling, or holding investments. Selected Objectives primarily advises on exchange-listed securities, over-the-counter securities, warrants, corporate debt, treasury securities, and options. They require a signed agreement before providing services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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