Seneschal Family Office is a registered investment advisor based in Tacoma, Washington, offering personal financial planning and investment management. The firm provides a holistic approach to wealth management, helping clients navigate cash flow, retirement, tax integration, estate planning, and insurance needs. Seneschal Family Office operates on a fee-only basis, meaning they are compensated solely through advisory fees and do not accept commissions or sell financial products like insurance or mutual funds. They offer several levels of engagement depending on the complexity of your financial situation, ranging from limited scope consulting to comprehensive wealth management and dedicated family office services. The firm emphasizes global diversification primarily through mutual funds and exchange-traded funds, constructing portfolios tailored to each client's specific risk tolerance and long-term goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Standard Wealth Management fee is 0.90% annually. Comprehensive Wealth Management charges 0.35% plus a fixed fee starting at $15,000. Family Office Services charges 0.25% plus a fixed fee starting at $25,000. Fees are negotiable.