Seabird Investment Partners offers investment management services, including advice on asset allocation, investment selection, portfolio design, and ongoing monitoring. They work with clients to design investment strategies based on their financial situation, risk tolerance, and objectives. Seabird does not participate in wrap fee programs.
Assets Under Management$350M
Clients54
Advisors5
Avg. per Client$6.6M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range from 0.25% to 1.50% annually, based on client’s assets under management, as well as the range and complexity of the services provided. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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