About SEABREEZE CAPITAL MANAGEMENT,LLC
SEABREEZE CAPITAL MANAGEMENT,LLC is a renowned financial management company providing investment advisory and financial planning services to its clients. The company’s main focus is to ensure its clients’ financial success by providing expert financial advice and guidance.
How does the advisor help clients – Key Takeaways:
- SEABREEZE CAPITAL MANAGEMENT,LLC provides personalized investment strategies based on an individual’s financial goals and risk tolerance.
- The company believes in a long-term vision and emphasizes disciplined and diversified investment approaches.
- The team at SEABREEZE CAPITAL MANAGEMENT,LLC stays updated with the latest market trends and financial news to ensure clients capitalize on opportunities.
Facts and Insights
SEABREEZE CAPITAL MANAGEMENT,LLC has been in the financial management industry for over 15 years, providing top-notch services to its clients. The company prides itself on its team of financial experts who have extensive knowledge and experience in the finance industry.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 15 years |
Financial Services Offered
SEABREEZE CAPITAL MANAGEMENT,LLC offers a wide range of financial services to its clients, including:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Client Types
SEABREEZE CAPITAL MANAGEMENT,LLC works with various types of clients, including:
- Individuals
- Families
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
SEABREEZE CAPITAL MANAGEMENT,LLC believes in transparent and fair pricing for its services. The company charges a percentage of assets under management as its fee, ranging from 0.25% to 1% depending on the client’s portfolio size and complexity of services required. The company also offers hourly and fixed project fees for financial planning services.
Background
SEABREEZE CAPITAL MANAGEMENT,LLC was founded by a team of financial experts who shared a common goal of helping individuals achieve their financial goals. Over the years, the company has grown and established itself as a trusted and reputable financial advisor within the industry.
Financial Advisor Disclosures to Know
SEABREEZE CAPITAL MANAGEMENT,LLC is a fee-only advisor, which means the company does not receive any commissions or compensation from the sale of financial products. Additionally, all of the company’s advisors adhere to strict fiduciary standards, always acting in the best interest of their clients.