John Sena is a CFP-designated registered investment advisor at Mike Sena Advisors, INC., based in Roswell, GA, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 15 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mike Sena Advisors manages investments for clients as part of an ongoing advisory service agreement with a flat annual retainer fee. The minimum annual fee for ongoing financial planning and investment management is $5,000. The annual retainer fee is based on factors including income, investment assets, complexity, number of projected meetings, and projected advisor time. The firm invests primarily in no-load mutual funds, exchange-traded funds, and individual stocks and bonds.
Location
Roswell, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mike Sena Advisors, INC.
Previous Registrations
Supporting Your Choices INC.
White Street Advisors
State Registrations1 state
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