Paul Auslander
Paul Auslander is a CFP-designated registered investment advisor at Seabridge Investment Advisors LLC, based in Belleair, FL, with 40 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 194 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SeaBridge charges a percentage of your portfolio's value each year for managing your investments. The exact percentage depends on the investment strategy you choose. Fees are generally charged quarterly, in advance. For larger accounts, SeaBridge may apply a tiered fee schedule, reducing the percentage for amounts over $3,000,000 and $10,000,000. Fees may be negotiable for accounts with special needs or circumstances. Assets transferred from another advisor may have a different fee schedule, but will never exceed 1.50%.
Location
Belleair, FL
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Regulatory History (1)
Customer Dispute
May 2007Employment History
Current Registrations
Seabridge Investment Advisors LLC
Previous Registrations
Kestra Advisory Services, LLC
Provise Management Group, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Foothill Securities, INC.
Foothill Securities, INC.Broker
Ing Financial Partners, INC
American Financial Advisors INC
Ing Financial Partners, INC.Broker
Commonwealth Equity Services, INC.Broker
Green Hill Financial Service CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.