Elizabeth King is a registered investment advisor at Seneca House Advisors, based in Richmond, VA, with 22 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 316 clients with $420M 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 - $1.0M | 1.20% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fee schedule is for individual account asset management services. Fees are negotiable. Seneca also has a separate fee schedule for unaffiliated private investments and other Held-Away assets (such as 401(k) accounts): Up to $300,000: 0.50%; $300,001 to $500,000: 0.40%; $500,001 to $1,000,000: 0.25%; $1,000,001 and greater: 0.20%.
Fee Estimator
Location
5609 Patterson Ave, Suite B, Richmond, VA, 23226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Elizabeth is a co-manager of Hopechest LLC, a family LLC, since 2014, dedicating minimal time. She also serves as the Finance Committee Chair for Richmond SPCA, a nonprofit, since October 2023, dedicating minimal time.
Employment History
Current Registrations
Seneca House Advisors
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.