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How does the advisor help clients – Key Takeaways:
SEACHANGE MANAGEMENT provides comprehensive financial management services to their clients. This includes personalized financial planning, investment management, and retirement planning. Their team of financial experts work closely with clients to develop suitable strategies and help them achieve their financial goals.
Facts and Insights
As of 2021, SEACHANGE MANAGEMENT has over $500 million in assets under management. They have a team of 10 experienced financial advisors who have an average of 15 years of experience in the industry. The firm has been in business for 25 years, providing long-term financial solutions to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500 | 10 |
Financial Services Offered
SEACHANGE MANAGEMENT offers a wide range of financial services to their clients. This includes investment management, financial planning, retirement planning, tax planning, and estate planning. They also offer insurance solutions to protect their clients’ wealth and assets.
Client Types
SEACHANGE MANAGEMENT serves a diverse client base, including individuals, families, and businesses. They tailor their services to meet the unique financial needs and goals of each client. Their clients range from high net worth individuals to middle-class families, all seeking expert financial advice and management.
Fees & Compensation
SEACHANGE MANAGEMENT charges a percentage-based fee on assets under management for their investment services. They also offer financial planning services at an hourly or fixed rate. The firm believes in transparent and fair fee structures and strives to provide value to their clients through their services.
Background
Founded in 1996, SEACHANGE MANAGEMENT has become a trusted name in the financial management industry. Their team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. They have a strong track record of success and have built long-term relationships with their clients based on trust and dependability.
Financial Advisor Disclosures to Know
SEACHANGE MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC). This requires them to adhere to strict regulations and disclosure requirements, ensuring they act in the best interest of their clients. They have a clean record with no disciplinary actions or legal proceedings, making them a reliable choice for financial management services.