Sevey Wealth Advisors provides ongoing non-discretionary investment advice tailored to individual client goals and risk tolerance. They also offer fixed-fee consulting and financial planning services, including investment, insurance, tax, retirement, college, and debt/credit planning. SWAL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$0
Clients17
Advisors1
Avg. per Client$0
Avg. per Advisor$0
Fee Structure
Sevey Wealth Advisors charges a fixed annual fee of $10,000 for investment advisory services, billed quarterly in advance. This fee is negotiable.
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