Seniorsolutions

Overview

Seniorsolutions is an independent, sole-proprietor Registered Investment Adviser that combines portfolio management and financial planning for individuals and small businesses with insurance brokerage capabilities. The firm identifies as a capital allocator and conducts manager selection on behalf of clients, suggesting it outsources portions of investment implementation to third-party managers. Its client mix includes individual and family investors as well as some institutional clients. Fee arrangements are flexible and include asset-based fees, hourly charges, fixed fees and other billing methods. Seniorsolutions does not market itself as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives