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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |