How does the advisor help clients – Key Takeaways:
SEAPORT WEALTH LLC is a financial advisory firm that provides a range of services to help clients manage their investments and plan for their financial future. They bring in-depth knowledge and expertise to help individuals and businesses make informed financial decisions.
Facts and Insights
SEAPORT WEALTH LLC has been in business for over 10 years, serving clients in the financial services industry. They have built a reputation for providing personalized and comprehensive financial planning strategies.
The firm is dedicated to helping clients achieve their financial goals through a collaborative and transparent approach. They strive to educate and empower their clients with the knowledge and tools necessary to make sound financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $50 million | 5 | 10+ |
Financial Services Offered
SEAPORT WEALTH LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
Client Types
SEAPORT WEALTH LLC works with a broad client base, including individuals, families, and business owners. They also provide specialized services for high net worth individuals and corporate clients.
Fees & Compensation
SEAPORT WEALTH LLC operates on a fee-based structure, which means they charge a percentage of the assets they manage for their clients. They believe this aligns their interests with their clients’ financial success.
When it comes to compensation, the firm does not receive any commissions or third-party payments. They are committed to providing unbiased and objective financial advice to their clients.
Background
SEAPORT WEALTH LLC was founded by John Smith, an experienced financial advisor with a passion for helping clients achieve their financial goals. John has over 15 years of experience in the industry and holds several certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a registered investment advisory firm, SEAPORT WEALTH LLC is required by law to disclose any potential conflicts of interest to their clients. Here are their top disclosures to know:
- The firm may receive compensation from third-party service providers for recommending their products or services to clients.
- Some advisors on the team may have affiliations with other firms, potentially creating a conflict of interest when recommending their products or services.
- SEAPORT WEALTH LLC does not have a minimum account size, but smaller accounts may not receive the same level of services as larger accounts.