Select Investment Solutions, LLC
Assets Under Management
$31.2M
Number of Clients
44
Number of Advisors
2
Average Client AUM
$708K
AUM per Advisor
$15.6M
Compensation
Fee-Only (AUM)
About This Firm
Founded in 2022, Select Investment Solutions offers targeted investment strategies for individuals and institutions on a discretionary basis. The firm uses separate accounts or limited partnerships as investment vehicles. Select determines asset allocation, uses third-party investment managers, and/or selects individual securities. It also provides full operational support.
Fee Structure
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
Location
1100 Connecticut Avenue, Nw, Suite 300, Washington, DC, 20036