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Selective Wealth Management, Inc.
Forest, Virginia
5.0
3 Reviews
Selective Wealth Management, Inc. is a reputable investment advisory firm based out of Forest, VA, dedicated to providing comprehensive wealth management services to individuals and employer 401Ks. With a team of 11 skilled professionals, their primary focus is delivering personalized investment advisory services to their diverse clientele.
The firm boasts an impressive average of $73,260,000 in assets under management per investment advisor, which aligns with the industry average. This solidifies their expertise in managing significant financial portfolios. Selective Wealth Management, Inc. caters to over 860 individual clients...see more
Assets Under Mgmt
$358.77M
Investment Professionals
10
Locations
8
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Selective Wealth Management, Inc.
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