How does SEAGRASS FINANCIAL, LLC help clients – Key Takeaways:
SEAGRASS FINANCIAL, LLC is a financial advisory firm that specializes in providing expert financial advice and guidance to clients. With a focus on long-term financial planning and investment management, the team at SEAGRASS works closely with each client to create personalized strategies that meet their unique needs and goals.
Here are some key takeaways about how SEAGRASS FINANCIAL, LLC helps its clients:
- Provides a range of financial services, including investment management, retirement planning, and estate planning
- Works with a variety of client types, including individuals, families, and businesses
- Charges fees based on a percentage of assets under management, ensuring alignment with clients’ interests
Overall, SEAGRASS FINANCIAL, LLC is dedicated to helping clients achieve financial stability and security, now and in the future.
Facts and Insights
To give a better understanding of SEAGRASS FINANCIAL, LLC and its services, here are some key facts and insights about the firm:
- Founded in 2008
- Based in New York City
- Managed nearly $500 million in assets in 2021
- Employs a team of 8 advisors
- Believes in a conservative and disciplined investment approach
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 13 years |
Financial Services Offered
SEAGRASS FINANCIAL, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
Client Types
SEAGRASS FINANCIAL, LLC works with a variety of client types, including:
- Individuals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation
SEAGRASS FINANCIAL, LLC charges fees based on a percentage of assets under management, meaning their compensation is directly tied to the success of their clients’ investments. This fee structure ensures alignment of interests between the firm and its clients, as the advisors’ goal is to maximize clients’ returns.
Background
SEAGRASS FINANCIAL, LLC was founded in 2008 with the goal of helping individuals and families achieve their long-term financial goals. With a team of experienced advisors and a disciplined investment approach, the firm has a proven track record of success in helping clients build and manage their wealth.
Financial Advisor Disclosures to Know
SEAGRASS FINANCIAL, LLC discloses any potential conflicts of interest or important information that clients should be aware of. These disclosures can be found on the firm’s Form ADV, available on the Securities and Exchange Commission’s website.
Overall, SEAGRASS FINANCIAL, LLC is committed to transparency and providing excellent service to its clients.