Conrad Seastrunk
Conrad Seastrunk is a CFP-designated registered investment advisor at Seastrunk Financial Management, LLC, based in Florence, SC, with 15 years of industry experience. Conrad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 161 clients with $72M 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 $600K | 1.00% |
| $600K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees for accounts over $5,000,000 are negotiable. Fees are billed quarterly.
Fee Estimator
Contact
Conrad Seastrunk
Location
305 Mcleod Street, Florence, SC, 29501
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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 →Employment History
Current Registrations
Seastrunk Financial Management, LLC
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.
Exams
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