Seascape Capital Management offers comprehensive advisory services with a focus on discretionary portfolio management for high net worth individuals and families. Seascape begins with an extensive interview process to understand a client's net worth and creates investment, retirement, or financial plans as appropriate. They incorporate both quantitative analysis and qualitative judgment into their investment planning and portfolio management.
Assets Under Management$400M
Clients161
Advisors4
Avg. per Client$2.5M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees may be negotiable to accommodate the specific needs of a particular client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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