PP
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
8850 Columbia 100 Parkway, Suite 306, Columbia, MD, 21045
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
December 2022 - Present · 3 yrs 1 mo
Lynx Investment Advisory, LLC
January 2022 - Present · 4 yrs
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.