SeaCrest Investment Management (SIM) offers investment advice to individuals, high net worth individuals, trusts, estates, organizations, corporations, businesses, charitable organizations, and insurance companies. SIM provides customized investment solutions through regular client contact and discretionary investment management. SIM works with clients to identify their investment goals, risk tolerance, and financial situation, placing assets within investment strategies that may include diversified mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, and options.
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.