Scott Lefebre is a PFS-designated registered investment advisor at Seneca Financial Advisors LLC, based in Rochester, NY, with 17 years of industry experience. Scott 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 373 clients with $850M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $3.3M | 0.75% |
| $3.3M+ | 0.65% |
Advisory fees are negotiable depending upon the composition of the portfolio and other factors.
Fee Estimator
Location
100 South Clinton Avenue, Suite 1640, Rochester, NY, 14604
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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 →Employment History
Current Registrations
Seneca Financial Advisors LLC
Previous Registrations
Nixon Peabody Financial Advisors LLC
State Registrations3 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.
Exams
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