Seawise Financial manages investment portfolios and provides financial planning services. Financial planning includes goal setting, net worth analysis, cash flow management, retirement planning, insurance review, investment analysis, college planning, and estate planning. Seawise Financial may use outside managers to assist with managing client accounts.
Assets Under Management$75M
Clients67
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $7.0M | 0.50% |
| $7M+ | 0.35% |
Fee may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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