Selective Wealth Management, Inc.

Selective Wealth Management, Inc. is a registered investment adviser established in Virginia in June 2012 and incorporated in Delaware in November 2018. The firm specializes in offering comprehensive wealth management services, including financial planning, investment management, estate planning, tax strategies, lifestyle protection, and charitable giving. Selective requires a minimum of $1,000,000 in assets under management for most services and offers discretionary portfolio management, separately managed accounts, and standalone financial planning. The firm's investment approach focuses on transparent, low-cost, tax-efficient, diversified, and debt-free options, including equity ETFs, fixed income ETFs, individual equities, options, and US Treasuries. Clients have the option to impose restrictions on investing in certain securities based on personal values or beliefs. Selective charges an annual advisory fee of 1.25% based on assets under management, with fees paid monthly in arrears. The firm acts as a fiduciary and does not accept performance-based fees. Clients receive periodic reports on their accounts and have access to online portals for account monitoring. Selective does not receive compensation for the sale of securities and does not participate in wrap fee programs. The firm has $441,654,156 in assets under management as of February 10, 2025.