Seaview Investment Managers LLC

Fee-Only (% of Portfolio)

Seaview Investment Managers offers both discretionary and non-discretionary portfolio management services tailored to individual client needs and objectives. They also provide financial planning services, ranging from broad-based to single-subject planning, based on a client's financial circumstances and goals. Seaview also offers sub-advisory services to VectorGlobal IAG.

Assets Under Management$1.4B
Clients49
Advisors10
Avg. per Client$29M
Avg. per Advisor$140M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

Seaview Investment Managers charges a percentage of your portfolio's value annually for investment management. The specific rate depends on the size of your account and is negotiable.

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Location

10 Advisors at this firm

Seaview Investment Managers LLC | TrueAdvisor