Howard Schloss is a registered investment advisor at Seacrest Investment Management, LLC, based in Purchase, NY, with 6 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SeaCrest Investment Management's investment advisory fees are based on the market value of your portfolio and are charged quarterly. The annual fee can be up to 1.15%, depending on the complexity of services, the amount of assets managed, and the overall relationship with SeaCrest Investment Management. Fees are negotiable.
Location
3000 Westchester Avenue, Suite 206, Purchase, NY, 10577-2524
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Seacrest Investment Management, LLC
State Registrations2 states
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