Charles Dwight is a CFA-designated registered investment advisor at Seacrest Wealth Management, LLC, based in Kennebunk, ME, with 13 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,720 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SeaCrest Wealth Management's investment management fees are based on the value of your portfolio and are charged quarterly, in advance. The annual fee can be up to 2.00%, depending on the size and complexity of your account and the advisor providing the service. Fees may be negotiable. If you deposit or withdraw $10,000 or more during a quarter, the fee will be adjusted accordingly.
Location
Kennebunk, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles spends about half of his time as an Investment Advisor Representative with the Ontario Securities Commission.
Employment History
Current Registrations
Seacrest Wealth Management, LLC
State Registrations1 state
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