Seaside Wealth Advisors provides asset management and financial planning services to help clients build and preserve wealth. They tailor portfolios based on individual financial circumstances, goals, and risk tolerance. Seaside also offers financial planning services, including comprehensive financial planning, estate planning, business planning, and educational planning. Clients work with Seaside to develop and execute plans designed to meet their financial goals.
Assets Under Management$100M
Clients472
Advisors5
Avg. per Client$220K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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