Seapoint Capital Management provides personalized investment management and financial planning services to individuals and high-net-worth clients. Founded in 2024 and based in Rancho Cucamonga, California, Seapoint Capital Management builds custom portfolios based on each client's specific goals, time horizon, and risk tolerance, holding investments through a third-party custodian with authority to make trades without asking first. In addition to managing investments, Seapoint Capital Management creates comprehensive financial plans covering retirement, cash flow, taxes, estate planning, and risk management, as well as targeted consulting on specific topics. Seapoint Capital Management operates as a registered investment advisor and is committed to putting clients' interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1.00% annual fee is negotiable based on criteria such as historical relationships, account composition, and total assets managed.