Advisor at Seneca House Advisors
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Firm
Seneca House Advisors
Location
Richmond, VA 23226
Credentials
Series 66
Industry experience
22 years
Elizabeth King is a financial advisor at Seneca House Advisors with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Ids Life Insurance Co. and Ameriprise Financial Services. King serves as co-manager of Hopechest LLC and is the finance committee chair for the Richmond SPCA. Seneca House Advisors is a small supported advisory firm managing approximately $425 million with a three-advisor team. The firm provides personalized asset management and financial planning to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations, emphasizing steady, long-term growth through tailored asset allocation and a mix of discretionary and non-discretionary engagements.
Based on Seneca House Advisors
Based on Seneca House Advisors
Fixed fees for financial planning typically range from $2,500 to $15,000
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.20% annually $1,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.60% annually
$150 - $350 per hour for financial planning
Carried interest from affiliated private fund; performance-based fees in private fund only
Account minimum: $500,000 Fee-only: Hourly rates range from $150 to $350 per hour; fixed fees range from $2,500 to $15,000 for financial planning
5609 Patterson Ave, Suite B
Richmond, VA 23226
Virginia
Stony Point Wealth Management Inc.
2016 - Present (10 years)
Ids Life Insurance Co.
2003 - 2016 (13 years)
Ameriprise financial Services
2003 - 2016 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Moseley, VA
Empire Wealth Management, LLC
Series 63, Series 66
Mechanicsville, VA
Rise Wealth Partners LLC
Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
Series 63, Series 65
Henrico, VA
Flatiron Wealth Advisors, LLC
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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