Seneca Financial Advisors offers financial planning, investment consulting, and investment management services to individuals, trusts, estates, charitable organizations, limited partnerships, LLCs, and corporations. Seneca Financial Advisors constructs client portfolios using mutual funds, exchange-traded funds (ETFs), and separate account managers. Seneca Financial Advisors tailors its services to the individual needs of each client.
Assets Under Management$850M
Clients373
Advisors5
Avg. per Client$2.3M
Avg. per Advisor$170M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
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Estimated Annual Fee
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