Seapoint Capital Management provides investment management and financial planning services to individuals and high net worth individuals. Investment management is offered on a discretionary basis, where Seapoint makes investment decisions for you. Financial planning services include full financial plans and consultation services on individual topics. Investment strategies are tailored to each client's goals and objectives.
Assets Under Management$3.2M
Clients2
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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