Select Portfolio Management INC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Select Portfolio Management, Inc. offers general investment advisory services and financial planning services. They develop investment strategies based on client needs and goals. Portfolio management is offered through their affiliate, SMM. They are affiliated with Securities Equity Group (SEG), a broker-dealer, and SPM Insurance Services, Inc. (SPMI).
Fee Structure
General investment advisory services for individuals are typically offered without a separate fee. Financial planning fees range from $500 to $6,000 depending on the complexity of the plan. Stand-alone planning modules range from $500 to $1,000 each. These fees are generally flat, with 50% due upfront. Plan updates are billed hourly. Portfolio management services are offered through affiliate SMM, with fees ranging from 0.40% to 2.20% of assets under management, negotiable based on various factors.
Areas of Practice
Location
120 Vantis Drive, Suite 440, Aliso Viejo, CA, 92656