Monica Mccarthy is a CFA-designated registered investment advisor at Seascape Capital Management,llc, based in Portsmouth, NH, with 24 years of industry experience. Monica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 161 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees may be negotiable to accommodate the specific needs of a particular client.
Fee Estimator
Location
99 Bow Street, Suite 300 East, Portsmouth, NH, 03801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Seascape Capital Management,llc
Previous Registrations
Th&t Private Asset Management, LLC
Harvest Capital Management INC
State Registrations3 states
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