Seaport Financial Planning is a registered investment advisor offering investment advisory services. Seaport Financial follows a comprehensive planning process to align client's needs, goals, and values with their financial decisions. The firm gathers information about the client's financial situation, investment objectives, and any restrictions they want to impose on their account. Clients are reminded to notify Seaport Financial of any changes in their financial situation, investment objectives, or account restrictions.
Assets Under Management$55M
Clients65
Advisors1
Avg. per Client$850K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee schedule is subject to negotiation and fees may be reduced but never increased from the stated schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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