Seal Cove Capital (SCC) provides investment advice, including asset allocation and portfolio management, to individuals, families, trusts, estates, and charities. SCC reviews client holdings to align with financial goals and monitors investment performance. SCC makes trades in clients' best interests but does not guarantee returns. SCC is paid via asset-based fees and does not receive commissions.
Assets Under Management$120M
Clients3
Advisors1
Avg. per Client$40M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on account size, client relationship, workload, and complexity of assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...