Matthew Darcy is a CFA-designated registered investment advisor at Seneca Financial Advisors LLC, based in Rochester, NY, with 3 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, and 1 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 certain other factors and that some clients may be assessed fee schedules lower than this schedule.
Fee Estimator
Location
500 Linden Oaks, Suite 150, Rochester, NY, 14625
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Seneca Financial Advisors LLC
State Registrations1 state
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