How does the advisor help clients – Key Takeaways:
SEAMARK FINANCIAL SERVICES, INC. provides comprehensive financial services to clients seeking to improve their financial well-being. With a team of experienced and knowledgeable advisors, the company is dedicated to offering top-notch financial advice and guidance to clients.
Facts and Insights
Founded in 2003, SEAMARK FINANCIAL SERVICES, INC. has over 15 years of experience in the financial services industry. As of 2021, the company has $1.5 billion in assets under management and a team of 20 dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2003 | $1.5 billion | 20 |
Financial Services Offered
SEAMARK FINANCIAL SERVICES, INC. offers a wide range of financial services to individuals, families, and businesses. These services include investment management, retirement planning, estate planning, tax planning, and insurance planning. The company also provides personalized financial plans based on each client’s unique financial goals and circumstances.
Client Types
The advisors at SEAMARK FINANCIAL SERVICES, INC. serve a diverse clientele, including high net worth individuals, professionals, small business owners, and retirees. The company takes a personalized approach to understand each client’s needs and objectives and tailors their services accordingly.
Fees & Compensation
SEAMARK FINANCIAL SERVICES, INC. receives compensation through a fee-based structure, which means they charge a percentage of the client’s assets under management. This aligns the company’s interests with their clients, as they only earn more if their clients’ investments perform well. The fees charged are transparent and explained in detail to clients before any services are rendered.
Background
The team at SEAMARK FINANCIAL SERVICES, INC. is comprised of experienced and knowledgeable advisors who hold various industry certifications and credentials. They stay up-to-date with the latest trends and regulations in the financial industry to provide top-quality services to their clients. The company also has a rigorous training program to ensure their advisors are equipped with the necessary skills and knowledge to serve their clients’ needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, SEAMARK FINANCIAL SERVICES, INC. adheres to strict regulatory standards set by the Securities and Exchange Commission (SEC). The company has a fiduciary responsibility to act in their clients’ best interests and avoid conflicts of interest. Additionally, the company provides full transparency of fees and any potential conflicts of interest through their disclosure documents, ensuring clients have all the necessary information to make informed decisions.