Sea Clear Financial Planning provides financial planning and investment management services. Planning includes financial goal review, cash flow analysis, insurance, education funding, tax planning, retirement and estate planning. Investment management is implemented through AssetMark, which provides access to third-party investment strategists.
Assets Under Management$68M
Clients43
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$68M
www.linkedin.com/in/kelly-trageser-mba-cfp%c2%a... ·www.facebook.com/profile.php?id=100054444882452... ·www.seaclearfinancial.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. The combination of fees for Sea Clear Financial Planning, AssetMark and the sub-advisor (strategist) will not exceed 1.75% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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