SeaCrest Investment Management offers personalized investment advisory services primarily focused on long-term portfolio management. SeaCrest Investment Management works closely with each client to understand their investment goals, risk tolerance, and overall financial situation before placing assets into customized investment strategies. These strategies utilize diversified mutual funds, exchange-traded funds, individual stocks, bonds, and options. SeaCrest Investment Management acts as legally required to act in your best interest and provides continuous oversight of client accounts, which are held at independent custodians. In addition to core portfolio management, certain professionals associated with SeaCrest Investment Management maintain separate affiliations to offer brokerage or insurance products, though clients are never obligated to use those additional services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Fees range up to 1.15% annually based on factors such as the complexity of the services provided, asset levels, and overall relationship. Fees are negotiable at the sole discretion of SeaCrest Investment Management.