Senior Financial Advisors, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Avg. Portfolio per Client
N/A
Avg. Managed per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Senior Financial Advisors, Inc. offers financial planning services covering various aspects like investment analysis, risk management, estate planning, and divorce planning. They also provide investment advice for retirement plan participants, recommending asset allocations based on individual situations and goals. Clients make the ultimate investment decisions. Planners may involve accountants, attorneys, or risk consultants to meet client needs.
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Retirement PlanningEstate PlanningDivorce Planning
Loading...
Location
11911 NE 1st Street, Suite 312, Bellevue, WA, 98005