Bennett Selby Investments manages investment portfolios for individual clients. The firm invests in publicly traded stocks, ETFs, and mutual funds, focusing on businesses with strong economics and management that can be purchased at discounted prices. Bennett Selby takes a long-term investment approach and may hold significant cash positions if suitable opportunities are not available. The firm also offers pension consulting services to qualified plans.
Assets Under Management$280M
Clients93
Advisors3
Avg. per Client$3M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...