Brian Seaman
Brian Seaman is a CFP, ChFC-designated registered investment advisor at Navigator Legacy Partners, LLC, based in Costa Mesa, CA, with 37 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 10 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navigator Legacy Partners charges a percentage of your portfolio each year. The annual fee ranges from 0.30% to 1.30%. The minimum annual fee is $500, billed quarterly at $125. Fees may be negotiable and vary from client to client.
Location
151 Kalmus Drive, Suite J-3, Costa Mesa, CA, 92626
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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 ActivitiesSells Insurance
Brian is the owner/principal of Capital Planning Group, LLC, a registered investment advisor, since 2000. He also owns Brian Seaman, dealing with non-variable insurance, and is a member of the Lutheran Church of the Master.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Capital Planning Group, LLC
Previous Registrations
Navigator Legacy Partners, LLC
Next Financial Group, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Mutual 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.