Seaside Financial & Insurance Services provides financial planning and portfolio management services. Financial planning covers goal setting, retirement planning, tax strategies, estate planning, and insurance. Seaside primarily works with individuals, but also serves pension plans, businesses, charities, and trusts & estates. Investment advice is limited to mutual funds, equities, bonds, ETFs, real estate, hedge funds, REITs, insurance products, private placements, and government securities.
Assets Under Management$79M
Clients132
Advisors4
Avg. per Client$600K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees may be different depending on the complexity of the client’s portfolio and investment needs. Fees are negotiable. Lower fees may be available to family accounts and aggregated fees for household accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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