Wealth for the American Abroad

Cross-border financial planning and US investment management for Americans living abroad, typically with $1M+.

Key facts

  • Who we serve: Americans living abroad and US-connected families. Most clients have $1M+ in investable assets; we also work with selected households from $500K.
  • What we solve: PFIC, FATCA / FBAR, 401(k) and IRA abroad, Tax treaties, Cross-border retirement.
  • How: Life-led planning plus personalised portfolios of low-cost index and factor funds.
  • Where assets are held: Held in your name at independent custodians, typically Schwab or IBKR, depending on your circumstances. Selanis never holds client money.
  • Fees: Blueprint $3,000 and Life $8,000 (flat planning fees). Private Wealth Management on a tiered, blended schedule starting at 1.00% on the first $1M and declining to 0.30% above $10M. Fee-only: no commissions, no product payments, no lock-in.
  • First step: Complimentary Fit Conversation (45 min). A free 45-minute conversation to understand your situation and decide together whether we are the right fit. It is not a sales pitch, and it is not advice or a written plan.

Fees

  • Complimentary Fit Conversation (45 min): free.
  • Blueprint: $3,000 flat. The full seventeen-step planning engagement, written plan delivered.
  • Life: $8,000 flat. The Blueprint plus twelve months of planning alongside you.
  • Private Wealth Management, First $1,000,000: 1.00% per year on that band
  • Private Wealth Management, $1,000,000 – $3,000,000: 0.75% per year on that band
  • Private Wealth Management, $3,000,000 – $5,000,000: 0.60% per year on that band
  • Private Wealth Management, $5,000,000 – $10,000,000: 0.45% per year on that band
  • Private Wealth Management, Above $10,000,000: 0.30% per year on that band

How the advice is delivered

Anthony Walsh has passed the Series 65 and advises US clients as an Investment Adviser Representative of Beacon Global, an SEC-registered investment adviser. Client assets stay in the client's own name at an independent custodian — most often Charles Schwab or Interactive Brokers — and Selanis never holds client money.

In Europe, Anthony Walsh acts as a tied agent of Network Financial Services (Cyprus), which is regulated by the Cyprus Securities and Exchange Commission (CySEC).

Portfolios are built exclusively from low-cost index and factor funds, personalised to each client's plan.

Book a Fit Conversation — Complimentary Fit Conversation (45 min).