Sea Change Financial Planning (SCFP) manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. SCFP works with clients to determine their risk tolerance and financial goals to create suitable investment and planning recommendations.
Assets Under Management$10M
Clients25
Advisors1
Avg. per Client$410K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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