Seros Financial offers investment management services tailored to clients' goals and risk tolerance. Seros provides both discretionary and non-discretionary investment management. Seros also offers financial planning and consulting services, including retirement planning, tax planning, and estate planning. These services can be provided as a one-time engagement or on an ongoing basis. Seros also provides consulting services to retirement plans.
Assets Under Management$300M
Clients534
Advisors7
Avg. per Client$560K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $5K - $1000K | 1.85% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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