Select Money Management, INC.
Assets Under Management
$1.5B
Number of Clients
943
Number of Advisors
7
Average Client AUM
$1.6M
AUM per Advisor
$213.4M
Compensation
Fee-Only (AUM)
About This Firm
Select Money Management, Inc. provides investment advisory services to individuals and businesses, including retirement plans. They offer general investment advice, manage portfolios through the AssetMark Platform and a wrap fee program, and manage third-party investment managers. The firm is affiliated with Signature Estate & Investment Advisors, LLC.
Fee Structure
Fees for general investment advisory services for businesses are negotiated flat-rate fees. The Select Money Management Wrap Fee Program has fees ranging from 0.70% to 2.20%, depending on various factors. The AssetMark Platform has its own fee schedule, separate from SMM's advisory fee. Managing the Managers fees range from 0.50% to 1.95%. Third-Party Wrap Fee Programs fees range from 0.40% to 1.5%. Fees may be negotiable based on account size and other factors.
Areas of Practice
Location
120 Vantis Drive, Ste 440, Aliso Viejo, CA, 92656