Seaport Wealth is a registered investment advisor that connects individuals, high net worth individuals, trusts, and estates with third-party investment managers. Seaport Wealth discusses clients' investment needs and recommends a suitable investment manager, currently recommending Claro Advisors, LLC. Seaport Wealth receives compensation from the investment manager for these referrals.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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