AL
CFA
AL
CFA
Andrew Litzerman
14 Years of Experience
Portsmouth, NH
1 Disclosure
Andrew Litzerman is a CFA-designated registered investment advisor at Seascape Capital Management,llc, based in Portsmouth, NH, with 14 years of industry experience. Andrew 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
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
161 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$400.4M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$7,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
99 Bow Street, Suite 300 East, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
August 2014Employment History
Current Registrations
Seascape Capital Management,llc
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Citigroup Global Markets INC.
May 2010 - September 2014 · 4 yrs 4 mos
State Registrations3 states
MAMENH
Advisor
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Exams
No exam information available for this advisor.