BS
BS

Brent Seehusen

4 Years of Experience
Huntington Beach, CA

Brent Seehusen is a registered investment advisor at White Sail Advisors LLC, based in Huntington Beach, CA, with 4 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 20 clients with $4.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$233K average
Assets Under Management
$4.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $1000K1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Huntington Beach, CA

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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

Brent owns B & S Properties, a rental property business, since 2014. This investment-related activity takes about 10-20% of his time.

Employment History
Current Registrations
White Sail Advisors LLC
July 2021 - Present · 4 yrs 10 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.