How does the advisor help clients – Key Takeaways:
SELERSKI ASSET MANAGEMENT, LLC is dedicated to providing superior financial expertise and advice to its clients. Through their team of experienced and knowledgeable advisors, they aim to help clients achieve their financial goals and secure their financial future. With a focus on personalized service and comprehensive financial planning, SELERSKI ASSET MANAGEMENT, LLC is a trusted partner for all individuals seeking financial guidance.
Facts and Insights
SELERSKI ASSET MANAGEMENT, LLC has been in the financial services industry for over 25 years, providing clients with expert financial advice and management. They currently have over $1 billion in assets under management and a team of 10 experienced advisors to assist clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 25 years |
Financial Services Offered
SELERSKI ASSET MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and more. Their team of advisors has expertise in various areas of finance, allowing them to provide comprehensive and customized solutions for each client’s unique situation.
Client Types
SELERSKI ASSET MANAGEMENT, LLC serves a diverse group of clients, including individuals, families, and businesses. They understand that each client has different financial goals and needs, which is why they work closely with each client to understand their specific situation and provide tailored solutions.
Fees & Compensation
SELERSKI ASSET MANAGEMENT, LLC operates on a fee-based compensation structure, where clients pay a percentage of their assets under management as a management fee. This fee structure aligns the advisors’ interests with their clients’ goals, as the more their clients’ assets grow, the more compensation the advisors receive.
Background
SELERSKI ASSET MANAGEMENT, LLC was founded by John Selerski, a financial expert with over 35 years of experience in the industry. He leads a team of highly educated and experienced advisors who are dedicated to providing top-notch financial advice and service to all their clients.
Financial Advisor Disclosures to Know
SELERSKI ASSET MANAGEMENT, LLC and its advisors have a fiduciary duty to act in the best interest of their clients and disclose any potential conflicts of interest. They pride themselves on their transparency and open communication with clients, ensuring that all clients are aware of any potential conflicts of interest that may arise.