Seamount Financial Group provides wealth management services, including ongoing advice and investment management. They customize portfolios based on your risk tolerance and financial goals, monitoring performance and rebalancing as needed. They also offer standalone financial planning services covering various topics like retirement, education, and estate planning. Pension consulting services are available for employee benefit plans.
Assets Under Management$670M
Clients493
Advisors6
Avg. per Client$1.3M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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