SeaBridge Investment Advisors manages investment portfolios, primarily in publicly traded securities, using various investment styles. They offer discretionary management, advice to consultative clients, and financial planning. SeaBridge tailors portfolios to individual risk tolerance and objectives, and may recommend outside managers. Financial planning covers investment, retirement, estate, tax, education, and business planning.
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%.