Selerski Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,962,085
Clients
51
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
HighAverage account size
$783,570
About
Selerski Asset Management, LLC provides financial planning, discretionary investment management, and qualified retirement-plan consulting to a mix of individuals, high-net-worth clients, families, trusts, estates, businesses, charities, and employee benefit plans. Like many independent advisors, the firm typically charges percentage-of-assets-under-management fees for discretionary portfolio management.
The firm constructs client portfolios using a strategic asset-allocation framework implemented via a proprietary methodology and a set of fifteen target risk allocations, offering either custom portfolios or one of three firm-developed model portfolios. Portfolios are monitored on an ongoing basis with periodic tactical adjustments as warranted, annual suitability reviews, and the limited use of margin for rebalancing when necessary.
What distinguishes Selerski Asset Management from many solo independent advisors is its qualified plan consulting practice: it provides both plan-level and participant-level services (including discretionary and non-discretionary advice), delivers educational meetings and enrollment seminars, and can serve as an ERISA 3(21) and/or 3(38) fiduciary. Plan engagements are negotiated case-by-case, with fees often administered through the plan’s available funds and accompanied by performance monitoring and reporting tailored to plan fiduciaries.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Fee options
$0 - $250,000: 1.75% $250,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% Over $10,000,000+: 0.80%
Main office location
Selerski Asset Management, LLC
Muskego WI, United States
Number of offices
1
Most active in
Selerski Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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