Seaside Wealth Management, INC.
Assets Under Management
$362.3M
Number of Clients
346
Number of Advisors
6
Average Client AUM
$1.0M
AUM per Advisor
$60.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Seaside Wealth Management offers asset management and financial planning/consulting to individuals and other clients. Asset management includes financial planning to meet goals using stocks, bonds, ETFs, and mutual funds. Financial planning covers investment, retirement, estate, tax, education, real estate, and insurance analysis. Retirement plan consulting is also offered to employer plan sponsors.
Fee Structure
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.
Areas of Practice
Location
6154 Innovation Way, Carlsbad, CA, 92009