Adam Tasse is a registered investment advisor at Seaport Wealth Management, based in Scottdale, AZ, with 23 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $3.5M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000, not to exceed 1.00%.
Fee Estimator
Location
Scottdale, AZ
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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
Seaport Wealth Management
Previous Registrations
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Newbridge Financial Services Group, INC.
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
New England SecuritiesBroker
Mcdonald Investments INC.Broker
State Registrations1 state
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.