Seslia Securities offers investment management services, managing stock and bond investments based on client needs. They use index funds, exchange-traded funds, and mutual funds. Clients can discuss preferences or restrictions, such as social investing. Seslia sends quarterly reports to clients about market trends and investment strategies.
Assets Under Management$43M
Clients129
Advisors3
Avg. per Client$330K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable. For accounts with mutual fund providers for Class F-1, F-2, F-3 or 529-F-1 shares, Seslia is compensated by the mutual fund provider at 0.75% annually, quarterly prorated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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