Selena Teasley
Selena Teasley is a CFP-designated registered investment advisor at Applied Wealth Management, based in Marietta, GA, with 5 years of industry experience. Selena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 92 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Applied Wealth Management manages investment portfolios for an annual fee, with a maximum of 1.25% of the value of your portfolio. This fee is negotiable. The fee is calculated and charged quarterly, in advance, based on the average daily market value of the assets in your account. If they use third-party strategists, those fees are separate, with a maximum sub-advisor fee of 0.15% and strategist fees ranging from 0.20% to 1.00%. Total fees will not exceed 3% per year.
Location
Marietta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Selena is a travel agent, sells insurance products not offered by Guardian, works as an independent contractor for credit repair, and provides business consulting services. These activities take up minimal time, a few hours per week, about 10-20% of her time, and about 10-20% of her time respectively.
Employment History
Current Registrations
Applied Wealth Management
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.