Nicole Goberman is a registered investment advisor at Seabridge Investment Advisors LLC, based in Summit, NJ, with 4 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 194 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SeaBridge charges a percentage of your portfolio's value each year for managing your investments. The exact percentage depends on the investment strategy you choose. Fees are generally charged quarterly, in advance. For larger accounts, SeaBridge may apply a tiered fee schedule, reducing the percentage for amounts over $3,000,000 and $10,000,000. Fees may be negotiable for accounts with special needs or circumstances. Assets transferred from another advisor may have a different fee schedule, but will never exceed 1.50%.
Location
450 Springfield Ave., Suite 301, Summit, NJ, 07901-2610
Get directionsHistory
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
Seabridge Investment Advisors LLC
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.