Seneca Private Wealth offers investment management and financial advisory services to individuals, high net worth individuals, and institutional investors. Seneca creates customized investment plans based on clients' objectives and risk profiles. Services include investment and wealth management, selection of independent managers, and financial planning and consulting. Seneca also offers fiduciary and non-fiduciary services for plan sponsors.
Fee Structure
Seneca Private Wealth offers investment and wealth management services for a maximum annual fee of 1.5% of the assets managed. The advisory fee is negotiated based on the complexity of the engagement and total household assets under management. The fee is generally billed in advance each calendar quarter based on the market value of the assets under management on the last day of the previous calendar quarter.