Selkirk Wealth Advisors, LLC

Selkirk Wealth Advisors, LLC is a registered investment adviser established in October 2014, specializing in personalized comprehensive financial planning and investment management for various clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers financial planning services with a typical fixed fee of $3,000 and an hourly rate of $375. For asset management, they provide discretionary services with fees based on a tiered schedule ranging from 0.40% to 1.20% annually, billed quarterly. Clients must have a minimum account size of $750,000, which may be waived at the firm's discretion. Selkirk Wealth Advisors acts as a fiduciary, putting clients' best interests first. They offer investment discretion, allowing them to make decisions on behalf of clients without specific consent for each transaction. The firm does not vote on proxies for client securities and does not have any financial impairments. Clients have the responsibility to receive and vote on proxies for their securities. Selkirk Wealth Advisors does not have any disciplinary events and provides detailed information on their investment strategies, risk analysis, and fee structure in their brochure.