Seneca House Advisors offers asset management, portfolio monitoring, and financial planning services. They work with individuals, families, trusts, and organizations. Seneca aims to understand clients' financial situations and tailor services to their needs, focusing on steady growth. They offer both discretionary and non-discretionary asset management. Financial planning services are also available, with the firm emphasizing the importance of accurate and complete client information.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fee schedule is for individual account asset management services. Fees are negotiable. Seneca also has a separate fee schedule for unaffiliated private investments and other Held-Away assets (such as 401(k) accounts): Up to $300,000: 0.50%; $300,001 to $500,000: 0.40%; $500,001 to $1,000,000: 0.25%; $1,000,001 and greater: 0.20%.