Seaside Wealth Management offers asset management and financial planning services to individuals and other clients. For asset management, Seaside uses individual stocks, bonds, ETFs, mutual funds, and other public and private securities. They also use third-party money managers. Financial planning covers investment, retirement, estate, charitable, education, and tax planning. They also offer retirement plan consulting to employer plan sponsors.
Assets Under Management$460M
Clients380
Advisors8
Avg. per Client$1.2M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee charged for asset management services. Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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