A complete list of active advisors currently associated with Selerski Asset Management, LLC

Warmer can help you find a great advisor at Selerski Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Selerski Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.