Advisor at Selective Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Selective Wealth Management, Inc.
Location
Denver, CO
Credentials
CFA®, Series 65
Industry experience
13 years
Christopher Devlin is a CFA® charterholder with 13 years of industry experience. He has been with Selective Wealth Management, Inc. since 2012 and currently works as part of an eight-advisor team based in Denver, CO. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.
Based on Selective Wealth Management, Inc.
One-time fixed fee for stand-alone financial planning; retainer up to $1,200 possible
1.25% Annually
Negotiable for qualified institutional clients; generally not charged
Account minimum: $1,000,000
Denver, CO
Colorado · North Carolina · Texas
Selective Wealth Management, Inc.
2022 - Present (4 years)
Selective Wealth Management, Inc.
2017 - Present (9 years)
Selective Wealth Management, Inc.
2012 - 2016 (4 years)
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Is active or affiliated with:
Fund sponsor
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
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