Seacrest Wealth Management, LLC
Assets Under Management
$1.6B
Number of Clients
1,720
Number of Advisors
37
Average Client AUM
$908K
AUM per Advisor
$42.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SeaCrest Wealth Management provides investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and businesses. Services include financial planning, consulting, retirement planning and investment management. They may recommend independent managers and corporate trust services.
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
Location
3000 Westchester Avenue, Suite 206, Purchase, NY, 10577