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Esteban Sapetnitzky

3 Years of Experience
Coral Gables, FL

Esteban Sapetnitzky is a registered investment advisor at Seaview Investment Managers LLC, based in Coral Gables, FL, with 3 years of industry experience. Esteban operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 81 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
81 clients
Average Client Portfolio
$16.9M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Seaview Investment Managers charges an annual fee based on a percentage of the value of your portfolio. The fee schedule varies depending on the size of your account:

  • Below $100,000 — 2.00% to 2.50% per year
  • $100,000 to $250,000 — 1.75% to 2.25% per year
  • $250,001 to $500,000 — 1.50% to 2.00% per year
  • $500,001 to $750,000 — 1.25% to 1.75% per year
  • $750,001 to $1,000,000 — 1.00% to 1.50% per year
  • Above $1,000,000 — 0.75% to 1.25% per year

The firm generally requires a minimum portfolio value of $100,000 to open an account, and a minimum annual fee of 0.75%, though these requirements may be waived at the firm's discretion. Fees can be billed quarterly in advance or monthly or quarterly in arrears.

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Location

2 Alhambra Plaza, Suite 802, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Esteban works as a goalkeeper coach for a soccer team at Gulliver Preparatory. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Seaview Investment Managers LLC
August 2023 - Present · 3 yrs 2 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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