Select Investment Solutions offers investment strategies for individuals and institutions, managing portfolios on a discretionary basis. They determine asset allocation and use third-party investment managers or select individual securities. Select also provides operational support. Select manages the Select Real Asset Fund and Water Fund, LLC, unregistered pooled investment vehicles.
Assets Under Management$31M
Clients44
Advisors2
Avg. per Client$710K
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
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
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Estimated Annual Fee
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