Assets Under Management
$301.1M
Number of Clients
534
Number of Advisors
5
Average Client AUM
$564K
AUM per Advisor
$60.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Seros Financial provides portfolio management services based on client investment objectives and risk tolerance. They offer both discretionary and non-discretionary services. Financial planning and consulting services are also available on a limited engagement or ongoing basis. They also offer ERISA and qualified plan services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $5K - $1000K | 1.85% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.60% |
Fees are negotiable.
2141 East Broadway Rd., Suite 220, Tempe, AZ, 85282