Seastrunk Financial Management offers wealth counseling and investment management services tailored to each client's needs. They assess financial situations, objectives, and risk tolerance to make recommendations. Services include financial planning, investment management, or a combination of both. They provide discretionary portfolio management, selecting investments and making adjustments as needed. They primarily use no-load mutual funds and ETFs, but may also use individual securities.
Assets Under Management$66M
Clients171
Advisors2
Avg. per Client$380K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$3K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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