DH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
37 advisors
Number of Clients
1,720 clients
Average Client Portfolio
$908K average
Assets Under Management
$1.6B
Fee Structure
Investment management fees vary up to 2.00% annually, depending on the size and complexity of the client relationship. Fees are negotiable. Financial planning and consulting services are offered on an hourly or fixed fee basis, which may be negotiable. Retirement plan advisory services are charged an annual asset-based fee of up to 1.00%.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
3000 Westchester Avenue, Suite 206, Purchase, NY, 10577
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Seacrest Wealth Management, LLC
September 2012 - Present · 13 yrs 4 mos
Previous Registrations
LPL Financial Corporation
May 2007 - May 2009 · 2 yrs
M&i Investment Management CORP.
February 2007 - February 2007 · 0 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.