Advisor at Seneca House Advisors
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Firm
Seneca House Advisors
Location
Richmond, VA 23226
Credentials
CFP®, Series 66
Industry experience
16 years
Matthew Daniel is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Stony Point Wealth Management, Inc., operating as Seneca House Advisors, since 2014. Outside of his advisory role, he is CEO of Matthew Daniel, Inc., a business focused on accounting and expense management. Seneca House Advisors is a small supported advisory firm managing approximately $425 million across a three-advisor team. The firm provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations, and manages an affiliated private real estate fund. Its investment approach emphasizes steady, long-term growth with tailored asset allocation, typically favoring stocks and ETFs, and offers both 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
Texas · Virginia
Stony Point Wealth Management, Inc.
2014 - Present (12 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.
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