SeaCrest Wealth Management (SWM) offers customized investment solutions, financial planning, and consulting services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. SWM creates investment plans using mutual funds, exchange-traded funds (ETFs), and independent money managers, and may also use individual stocks, bonds, and other investments. SWM also offers divorce mediation services.
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.