Claudia Batlle is a CFP-designated registered investment advisor at Seaview Investment Managers LLC, based in Miami, FL, with 14 years of industry experience. Claudia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 49 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seaview Investment Managers charges a percentage of your portfolio's value annually for investment management. The specific rate depends on the size of your account and is negotiable.
Location
1001 Brickell Bay Drive, Suite 1900, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Claudia is the CEO and partner of FPMI LLC, offering financial planning workshops, and the founder and CIO of Seaview Investment Managers. She also dedicates time to VectorGlobal IAG as a Family Office Principal & Asset Management Director, and to Seaview Farm LLC and Fundacion Manos del Sur.
Employment History
Current Registrations
Seaview Investment Managers LLC
Vectorglobal Iag, INC.
Vectorglobal WmgBroker
Previous Registrations
Vectorglobal Iag, INC.
State Registrations4 states
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