Semir Amin

Select Money Management (SMM) offers several investment management options:

• General Investment Advisory Services: In most situations, SMM does not charge a separate fee for general investment advisory services for individuals.
• AssetMark Platform: Clients pay an annual investment advisory fee which is a percentage based on the fair market value of the total assets under management. The fee range is between 1.00% and 2.00%.
• Select Money Management Wrap Fee Program: Fees range between 0.70% and 2.20%, depending on the asset allocation strategy, the assets under management, the complexity of your investment requirements, and the nature of your individual circumstances.
• Managing the Managers: SMM receives a portion of the fee that you pay to the third-party manager, generally between 0.50% and 1.95%, depending on the assets under management, the complexity of your investment requirements, and the nature of your individual circumstances.
• Third-Party Wrap Fee Programs: SMM receives a portion of the fee that you pay to the sponsor, generally between 0.40% and 1.5%, depending on the assets under management, the complexity of your investment requirements, and the nature of your individual circumstances.