About SEACREST CAPITAL GROUP
SEACREST CAPITAL GROUP is a highly reputable and trusted financial services firm that specializes in providing expert financial advice to its clients. With a team of experienced and knowledgeable advisors, SEACREST CAPITAL GROUP offers a wide range of financial services to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- SEACREST CAPITAL GROUP offers personalized financial advice tailored to each client’s unique goals and needs.
- The firm employs a team of experienced and knowledgeable advisors who are well-versed in the latest financial trends and strategies.
- SEACREST CAPITAL GROUP provides a wide range of financial services, including investment management, retirement planning, tax planning, and more.
- The firm follows a client-first approach, always putting the best interests of their clients at the forefront of their recommendations and decisions.
Facts and Insights
SEACREST CAPITAL GROUP has been in business for over 20 years, providing top-quality financial services to clients across the country. The firm has a strong track record of success, helping clients achieve their financial goals and build long-term wealth. SEACREST CAPITAL GROUP operates on the principles of transparency, integrity, and trust, ensuring that each client receives the best possible financial guidance and support.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 Billion | 30+ | Over 20 years |
Financial Services Offered
SEACREST CAPITAL GROUP offers a comprehensive range of financial services to help clients build and protect their wealth. These services include:
Investment Management
SEACREST CAPITAL GROUP employs a team of skilled and experienced investment professionals who work closely with clients to develop personalized investment strategies that align with their goals and risk tolerance.
Retirement Planning
SEACREST CAPITAL GROUP offers retirement planning services to help clients create a customized plan for their future. The firm considers all aspects of retirement, including investments, taxes, estate planning, and more.
Tax Planning
SEACREST CAPITAL GROUP’s tax planning services include tax-efficient investment strategies, consultation on tax law changes, and proactive tax planning advice to help clients minimize their tax burden and maximize their wealth.
Client Types
SEACREST CAPITAL GROUP caters to a diverse range of clients, including individuals, families, business owners, and institutions. The firm has the expertise and resources to serve clients from all walks of life and provide tailored financial solutions to meet their unique needs.
Fees & Compensation
SEACREST CAPITAL GROUP follows a fee-based compensation structure, where clients pay a fee based on the assets under management. This transparent and straightforward fee structure ensures that the firm’s interests are aligned with their clients’ best interests, as the advisors only get paid when their clients’ portfolios grow.
Background
SEACREST CAPITAL GROUP’s team of advisors includes Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and other professionals with extensive knowledge and experience in the financial industry. The firm values continuous education and training, ensuring that their advisors stay abreast of the latest trends and strategies in the ever-changing financial landscape.
Financial Advisor Disclosures to Know
SEACREST CAPITAL GROUP prides itself on its transparent and ethical business practices. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest and any disciplinary actions taken by regulatory agencies. Clients can find all necessary disclosures and information on the firm’s Form ADV, available on the Securities and Exchange Commission’s website.