Jerri Hammons

Seaside Wealth Management, INC.

14 Years of Experience

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Firm Information

Seaside Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

6 advisors

Number of Clients

346 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$362.3M

Fee Structure

Minimum Investment:$750K

Financial Plan Fee:Up to $10,000

Hourly Rate:Up to $500/hr

Asset management fees have a maximum of 1.25% annually, billed quarterly. Financial planning is charged hourly (up to $500/hour) or as a flat fee (up to $10,000). A 50% retainer is required for financial planning. Retirement plan consulting fees have a maximum of 1.00% annually. Pontera charges 0.25% for held-away assets, but Seaside Wealth Management covers this fee for clients.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax Planning

Advisor Information

Office location

6154 Innovation Way, Carlsbad, CA, 92009

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Regulatory 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.