S Financial Advisory LLC is an investment management firm founded in 2026 and based in New York, New York. S Financial Advisory provides personalized investment management services to individuals and high net worth individuals. The firm works with each client to understand their financial goals, risk tolerance, and time horizon before building and managing a customized portfolio. Portfolios typically consist of individual stocks, bonds, exchange-traded funds, and alternative investments such as private equity funds for qualified investors. S Financial Advisory uses a long-term approach to investing, applying fundamental analysis and market research to select investments and manage risk. The firm operates as a registered investment advisor and is legally required to act in your best interest. S Financial Advisory does not hold client funds directly, instead recommending qualified custodians like Charles Schwab & Co., Inc. to safeguard assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fee is 1.00%. Alternative investments carry an additional 0.25% surcharge, which is offset by any third-party fund compensation received. Fees are negotiable at the firm's discretion.