Sea Breeze Analytics offers investment management services to individuals and small businesses. Sea Breeze Analytics helps clients define their investment goals, risk tolerance, and time horizon. Based on these factors, Sea Breeze Analytics and the client will agree on an appropriate asset allocation. Sea Breeze Analytics uses fundamental, quantitative, and statistical analysis to optimize market returns. Sea Breeze Analytics is a fee-only investment management firm and does not sell commissioned products.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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