Custodians

Our Financial Partners

Seneschal Advisors, LLC is a fee-only financial advisory firm that works with clients whose holdings may be widely diversified by both type and custodian. The following institutions meet the standards that we require for recommendation and referral to our clients. Schwab and SEI are publicly held companies and both center their approach around client needs with an emphasis on customization.

The Charles Schwab & Co. provides mutual fund brokerage and financial services to individual investors and the independent investment advisors who work with them. Charles Schwab offers a flexible fee structure which gives clients more trading options based on their individual needs. Charles Schwab also provides clients an exceptional Service Team which is available to answer both general and technology-based questions pertaining to a client’s account.

SEI Private Trust Company is a leading asset manager whose solutions help corporations, financial institutions, financial advisors, and affluent families create and preserve wealth. SEI is a private trust company that manages portfolios and offers a fee structure based on a percentage of assets rather than number of transactions. This makes SEI relatively inexpensive for clients for whom a separately managed portfolio of stocks and bonds is appropriate. SEI offers an efficient, integrated platform that allows clients with large taxable accounts more flexibility as well as tax benefits.

Seneschal Advisors clients will evaluate additional custodians for individual client needs on an as-needed basis.

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