Sealex Advisory offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Sealex also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. Sealex generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$5.8M
Clients13
Advisors1
Avg. per Client$450K
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.15% |
| $250K - $500K | 1.10% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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