VS
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
44 clients
Average Client Portfolio
$708K average
Assets Under Management
$31.2M
Fee Structure
Financial Planning:Investment management only
The fees for discretionary portfolios under Select’s separate account structure will be between 0.25% to 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.
Areas of Practice
Investment Management
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Advisor Information
Office location
1100 Connecticut Avenue, Nw, Suite 300, Washington, DC, 20036
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Select Investment Solutions, LLC
January 2023 - Present · 3 yrs
Lynx Investment Advisory, LLC
August 2007 - Present · 18 yrs 5 mos
State Registrations1 state
DC
Advisor
Exams
No exam information available for this advisor.