Seagull Lane Asset Management LLC

Fee-Only (% of Portfolio)

Seagull Lane Asset Management manages investment accounts for a quarterly fee. They research, design, and manage model portfolios, linking client accounts to these models through AXOS Advisor Services. They may also use third-party advisors, variable annuities, mutual funds, and other financial services. Representatives hold licenses for brokerage and insurance products. Clients grant Seagull Lane limited power of attorney to manage their accounts, using no-load, load-waived, and institutional class shares of mutual funds.

Assets Under Management$65M
Clients178
Advisors2
Avg. per Client$370K
Avg. per Advisor$33M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.65%
$500K - $1.0M1.50%
$1.0M - $10.0M1.00%
$10M+0.80%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Seagull Lane Asset Management LLC | TrueAdvisor