Seahorse Financial Advisers manages separate investment accounts for clients, selecting investments based on their individual needs and circumstances. They use a combination of fundamental, economic, and market timing analysis, preferring long-term investments. Seahorse Financial Advisers does not act as a trustee or executor of client accounts.
Assets Under Management$87M
Clients20
Advisors1
Avg. per Client$4.3M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.6M | 0.95% |
| $1.6M - $7.7M | 0.45% |
| $7.7M - $15.2M | 0.40% |
| $15.2M - $25.0M | 0.35% |
| $25M+ | 0.30% |
Stated Standard Contract Rate is 1.45% annually. Your Rate in the current year is discounted to the above rates. Fees are subject to credits and charges in individual circumstances. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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