Seizert Capital Partners (SCP) offers investment management services, primarily focusing on equity securities. For high-net-worth individuals, SCP gathers financial information to tailor investment strategies based on their goals, risk tolerance, and time horizon. SCP manages accounts on a discretionary basis, making all investment decisions. The firm also provides sub-advisory services and manages collective investment trusts.
Fee Structure
Seizert Capital Partners' annual management fee for separately managed accounts for high-net-worth clients ranges from 0.25% to 0.75% of the value of your portfolio. The advisory fees are negotiable and are determined according to factors including account size, the number of accounts, investment strategy, and overall relationship. There is no minimum annual fee. If you invest in a Collective Investment Trust based on SCP's recommendation, you will not be charged the standard advisory fee on those assets because you will pay fees in the CIT.