Seal Rock Wealth Management offers investment management services to individuals and high net worth individuals. Seal Rock determines investment strategies based on individual client goals, time horizons, and risk tolerance. Seal Rock offers both discretionary and non-discretionary asset management services. Seal Rock does not sell insurance or annuities.
Assets Under Management$88M
Clients78
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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