Seth Swenson is a registered investment advisor at Orchid Wealth Management, based in Palo Alto, CA, with 9 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 1 clients with $1.1M 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 $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees may be discounted.
Fee Estimator
Location
Palo Alto, CA
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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
Seth is a real estate broker under Akamai Real Estate since 2008, dedicating minimal time. Since 2017, he also works as an Account Executive for HomeXpress Mortgage, spending about 10-20% of his time working with mortgage brokers.
Employment History
Current Registrations
Orchid Wealth Management
State Registrations1 state
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