Seacrest Investment Management, LLC
Assets Under Management
$103.6M
Number of Clients
23
Number of Advisors
3
Average Client AUM
$4.5M
AUM per Advisor
$34.5M
Compensation
Fee-Only (AUM)
About This Firm
SeaCrest Investment Management provides investment advisory services to individuals, high net worth individuals, trusts, estates, organizations, corporations, businesses, charitable organizations, and insurance companies. They offer customized investment solutions through personal client contact and discretionary investment management, working closely with clients to identify their goals, risk tolerance, and financial situation.
Fee Structure
Investment advisory fees range from 0.20% to 1.15% annually, based on factors like service complexity, asset level, and the overall client relationship. Fees are calculated quarterly based on the market value of assets under management. The first quarter's fee is prorated. Fees are negotiable at the advisor's discretion. These fees do not include custody and securities execution fees charged by the custodian, or expenses charged by mutual funds and ETFs.
Areas of Practice
Location
3000 Westchester Avenue, Suite 206, Purchase, NY, 10577-2524