Tyler Napier is a registered investment advisor at Seneca House Advisors, based in Richmond, VA, with 13 years of industry experience. Tyler 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 →Employment History
Current Registrations
Seneca House Advisors
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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