Thomas Seaman Company provides investment management services to individuals and high-net-worth individuals. The firm creates a personalized investment approach for each client based on their financial situation, goals, and risk tolerance. Portfolios are continuously monitored and rebalanced as needed. Clients are responsible for notifying Thomas Seaman Company of any changes to their financial situation or investment objectives.
Assets Under Management$60M
Clients52
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$60M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees are negotiated between TSC and the client. Accounts less than $250,000 may be charged more than 1%, but in no case more than 1.5% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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