SeaCrest Wealth Management offers comprehensive wealth management services, including personalized investment management, financial planning, consulting, retirement planning, and divorce mediation. SeaCrest Wealth Management works with individuals, high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm builds customized portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, options, alternative investments, and independent third-party money managers. SeaCrest Wealth Management takes a long-term approach to investing while tailoring strategies to each client's specific financial goals, time horizon, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary up to 2.00% annually based on the size and complexity of the relationship. Fees are negotiable at the advisor's discretion.