Seagrass Financial offers comprehensive financial planning, portfolio management, and fixed-term financial planning packages. Financial planning covers retirement, college savings, cash flow, debt management, work benefits, and estate planning. Investment portfolios are tailored to individual client needs and goals. Seagrass Financial primarily uses passive portfolio management strategies.
Fee Structure
Seagrass Financial offers portfolio management services in conjunction with comprehensive financial planning. The annual fee for financial planning, which includes portfolio management, is a flat dollar amount based on the value of your portfolio. For example, a household with a $750,000 portfolio would pay $6,000 per year for financial planning and portfolio management. A household with a $1,500,000 portfolio would pay $8,000 per year. A household with over $4,000,000 should contact Seagrass Financial for a custom quote.