Seth Tutlis is a CFA-designated registered investment advisor at Seneca Wealth Advisors, LLC, based in Westport, CT, with 2 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1 clients with $680K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.90% |
Fee Estimator
Location
468 Post Rd East, Suite A, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Seth is the Chairman of Seneca Financial Partners, LLC, an accounting firm, and a teacher at Sacred Heart University, spending a few hours per week on teaching. He is also a sponsor or syndicator of limited liability companies.
Employment History
Current Registrations
Seneca Wealth Advisors, LLC
Previous Registrations
Silver Pine Capital, LLC
State Registrations3 states
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