Seaborn Financial manages investment portfolios and provides financial planning services, including retirement planning, risk management, college savings, and estate planning. Seaborn primarily recommends investments in mutual funds and ETFs. Clients can purchase investment products through other brokers or agents not affiliated with Seaborn. For investment management clients, Seaborn has discretion over the account, meaning they can make trades without asking for permission first.
Assets Under Management$150M
Clients76
Advisors3
Avg. per Client$2M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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