Seaway Advisors manages investment portfolios for individuals, high net worth individuals, non-profit endowment funds, estates, trusts, and business retirement plans. They use independent research to build portfolios of common stocks, preferred stocks, corporate bonds, CDs, and government/municipal bonds, and ETFs. Portfolios are managed based on individual client needs and risk tolerance. Seaway Advisors does not offer financial planning services but may provide complimentary reports to analyze retirement scenarios.
Assets Under Management$51M
Clients96
AdvisorsN/A
Avg. per Client$530K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fixed income management fee is 0.30% of asset value. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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