Seros Financial, operating as Seros Wealth Partners, provides personalized investment management and financial planning services for individuals, families, and business owners. The firm creates customized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, utilizing both discretionary and non-discretionary authority. Seros Wealth Partners also offers retirement plan consulting for employers and specialized services through third-party investment platforms. In addition to managing portfolios, the firm provides financial planning and consulting covering cash flow management, taxes, education funding, retirement, and estate planning. Seros Wealth Partners specializes in working with individuals and high-net-worth clients, implementing strategies ranging from conservative income portfolios to global equity models.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K - $1.0M | 1.85% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.60% |
Fees are negotiable. Sub-adviser platform fees may apply in addition to this schedule.