Matthew Daniel is a CFP-designated registered investment advisor at Seneca House Advisors, based in Richmond, VA, with 16 years of industry experience. Matthew 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
Get directionsHistory
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
Matthew is the CEO of Matthew Daniel, Inc., a business accounting and expenses firm, since 2014. He spends a few hours per week on this activity.
Employment History
Current Registrations
Seneca House Advisors
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations2 states
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.