Seneca House Advisors Fees & Minimum

Overview

Headquarters: Richmond, VA
Total Firm Assets: $506 million
Average High-Net-Worth Client Portfolio Size: $2.7 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: STONY POINT - FORM ADV PART 2A (2026-03-25) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$1,000,000	1.20%
$1,000,001	$5,000,000	0.90%
$5,000,001	$10,000,000	0.75%
$10,000,001	and above	0.60%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,500	1.35%
$5 million	$49,500	0.99%
$10 million	$87,000	0.87%
$50 million	$327,000	0.65%
$100 million	$627,000	0.63%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 82.82%
Number of High-Net-Worth Clients: 155
Total Client Accounts: 1,184
Discretionary Accounts: 1,151
Non-Discretionary Accounts: 33

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 210519

STONY POINT - FORM ADV PART 2A (2026-03-25) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Seneca House Advisors disclose?

Is Seneca House Advisors a fiduciary?

Where is Seneca House Advisors located?

How many clients does Seneca House Advisors have?

What services does Seneca House Advisors offer?

How much does Seneca House Advisors manage?

What types of clients does Seneca House Advisors serve?

Seneca House Advisors