SeaCap Advisors offers investment advice and financial planning to help clients achieve their financial goals. They create customized portfolios based on client's goals, risk tolerance, and objectives. Services include asset management, financial planning, retirement planning, estate planning, and education planning. SeaCap Advisors acts as a fiduciary, always in the client's best interest.
Assets Under Management$31M
Clients15
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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