Seaport Wealth Management focuses on managing investment portfolios. They start by discussing your situation and goals. If you hire them, they'll analyze your finances and create investment guidelines based on your risk tolerance and objectives. They may recommend a third-party investment manager to handle your portfolio, ensuring they are properly registered. You're responsible for notifying them of any changes to your financial situation or investment goals.
Assets Under Management$3.5M
Clients26
Advisors2
Avg. per Client$130K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000, not to exceed 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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