Seaview Investment Managers offers discretionary and non-discretionary portfolio management services, tailoring investment strategies to meet individual client needs and risk tolerances. The firm invests in a wide range of assets, including stocks, bonds, mutual funds, exchange-traded funds, certificates of deposit, and real estate investment trusts. In addition to managing investments, Seaview Investment Managers provides financial planning services, ranging from comprehensive plans to targeted single-subject advice. The firm also offers sub-advisory services to other registered investment advisors. Seaview Investment Managers is owned by Seaview Investment Trust and Carlos Enrique Gadala-Maria, and is based in Miami, Florida.
Fee Structure
Seaview Investment Managers charges an annual fee based on a percentage of the value of your portfolio. The fee schedule varies depending on the size of your account:
- Below $100,000 — 2.00% to 2.50% per year
- $100,000 to $250,000 — 1.75% to 2.25% per year
- $250,001 to $500,000 — 1.50% to 2.00% per year
- $500,001 to $750,000 — 1.25% to 1.75% per year
- $750,001 to $1,000,000 — 1.00% to 1.50% per year
- Above $1,000,000 — 0.75% to 1.25% per year
The firm generally requires a minimum portfolio value of $100,000 to open an account, and a minimum annual fee of 0.75%, though these requirements may be waived at the firm's discretion. Fees can be billed quarterly in advance or monthly or quarterly in arrears.