Peter Pavlov is a registered investment advisor at Select Investment Solutions, LLC, based in Columbia, MD, with 4 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $31M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
44 clients
Average Client Portfolio
$708K average
Assets Under Management
$31.2M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fees are between 0.25% and 0.75% depending on the strategy. Fees are negotiable for portfolios over $15 million. The fees for the Select Dividend US 30 Portfolio are .30% per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8850 Columbia 100 Parkway, Suite 306, Columbia, MD, 21045

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Select Investment Solutions, LLC
December 2022 - Present · 3 yrs 4 mos
Lynx Investment Advisory, LLC
January 2022 - Present · 4 yrs 3 mos
State Registrations1 state
MD
Advisor

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.

Exams
No exam information available for this advisor.
Peter Pavlov - Financial Advisor | TrueAdvisor