Seneca Wealth Advisors (SWAL) provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments with the client's best interest in mind. SWAL also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. SWAL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, cryptocurrency, venture capital funds and private placements.
Assets Under Management$680K
Clients1
Advisors1
Avg. per Client$680K
Avg. per Advisor$680K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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