SENIOR Financial & Tax Associates provides financial planning and investment management services. This includes helping clients with financial goals, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. SENIOR Financial & Tax Associates is a fee-only firm and does not sell financial products or accept commissions.
Assets Under Management$35M
Clients87
Advisors2
Avg. per Client$400K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
The minimum annual fee is $3,300, but special arrangements may be allowed on an individual basis. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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