Senior Financial Advisors, Inc. creates financial plans for clients covering various aspects like investment analysis, risk management, estate planning, and divorce planning. They also offer investment advice for retirement plan participants, recommending asset allocations based on individual situations and goals. Clients make the final investment decisions. The firm may involve accountants, attorneys, or risk consultants to meet client needs.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
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
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