Seaview Investment Managers LLC
Assets Under Management
$1.4B
Number of Clients
49
Number of Advisors
11
Average Client AUM
$29.3M
AUM per Advisor
$130.3M
Compensation
Fee-Only (AUM)
About This Firm
Seaview Investment Managers LLC offers discretionary and non-discretionary portfolio management services tailored to client needs. They also provide financial planning services, ranging from broad-based to single-subject planning. The firm may invest client assets according to model portfolios with varying risk tolerances.
Fee Structure
Portfolio management fees are based on a percentage of assets under management, ranging from 2.00%-2.50% for accounts below $100,000 to 0.75%-1.25% for accounts above $1,000,000. Financial planning fees range from $2,000 to $5,000, or $250 per hour, and are negotiable. The firm requires a minimum of $100,000 to open and maintain an advisory account and charges a minimum annual fee of 0.75%. Note: This firm's brochure lists fee ranges instead of fixed rates. The fee will vary within the ranges shown in the table.
Areas of Practice
Location
2 Alhambra Plaza, Suite 802, Coral Gables, FL, 33134