Theodore Weisberg
Theodore Weisberg is a registered investment advisor at Seaport Asset Management, LLC, based in New York City, NY, with 56 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $35.0M | 0.63% |
| $35M+ | 0.50% |
Fees may be subject to negotiation.
Fee Estimator
Location
60 Broad Street, New York City, NY, 10004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Theodore is the CEO of Seaport Securities Corp.
Employment History
Current Registrations
Seaport Asset Management, LLC
Seaport Securities CORP.Broker
Previous Registrations
Seaport Asset Management, LLC
State Registrations7 states
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