Seaport Asset Management offers investment advice based on the client's individual needs and objectives. Investment decisions are made within the client's risk tolerance. The firm primarily invests in equity securities of public companies with above-average long-term growth rates at value prices. Clients receive quarterly evaluations of their accounts and can meet with representatives to review their progress.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $35.0M | 0.63% |
| $35M+ | 0.50% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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