Seaside Wealth Management, Inc. is a registered investment advisor based in Carlsbad, California, that has been in business since 2011. Seaside Wealth Management offers asset management, financial planning and consulting, and retirement plan consulting. For investment management, Seaside Wealth Management creates diversified portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, and may also recommend third-party money managers or use online order management tools to oversee accounts held elsewhere. Seaside Wealth Management builds portfolios based on modern portfolio theory, focusing on asset allocation, disciplined rebalancing, and passive management strategies. Standalone financial planning and consulting covers a wide range of topics, including retirement planning, estate planning, tax strategies, and real estate analysis. The firm typically requires a minimum account balance of $1,000,000 for asset management services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25% of assets under management. Fees are generally not negotiable and are billed quarterly in advance.