Sea Suite Financial offers wealth management services to individuals, high net worth individuals, trusts, estates, businesses, and non-profit organizations. These services include investment management, where they create a portfolio using low-cost mutual funds and ETFs, and financial planning, which covers areas like retirement, education, and insurance needs. Sea Suite Financial may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable. If independent managers are used, the total blended fee will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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