.
How does the advisor help clients – Key Takeaways:
SEASTRUNK FINANCIAL MANAGEMENT, LLC is a trusted financial advisory firm that specializes in providing personalized and comprehensive financial planning and management services to its clients. With a team of highly experienced and knowledgeable advisors, they help clients achieve their financial goals and secure their financial future.
Some of the key takeaways of how SEASTRUNK FINANCIAL MANAGEMENT, LLC helps its clients are:
- Offers personalized financial planning and management services tailored to individual needs and goals
- Provides expert guidance on investment strategies and portfolio management
- Assists in creating a comprehensive retirement plan
- Offers tax planning and preparation services to minimize tax liability
- Provides estate planning services to help clients protect and transfer their assets
- Gives advice on insurance and risk management to safeguard against potential financial risks.
Facts and Insights:
SEASTRUNK FINANCIAL MANAGEMENT, LLC is a full-service financial advisory firm with a team of experienced advisors who are committed to providing the best possible solutions to clients’ financial needs. With their client-focused approach and extensive knowledge of the financial industry, they have established a strong reputation in the market.
Some of the facts and insights about SEASTRUNK FINANCIAL MANAGEMENT, LLC are:
- Assets Under Management: $500 million (as of December 2020)
- Number of Advisors: 12
- Time in Business: Over 15 years
Financial Services Offered:
SEASTRUNK FINANCIAL MANAGEMENT, LLC offers a wide range of financial services to individuals and families, including:
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning and Preparation
- Estate Planning
- Insurance and Risk Management
Client Types:
SEASTRUNK FINANCIAL MANAGEMENT, LLC caters to a diverse group of clients, including:
- High Net Worth Individuals
- Retirees
- Business Owners
- Professionals
- Families
Fees & Compensation:
SEASTRUNK FINANCIAL MANAGEMENT, LLC operates on a fee-based compensation model, which means the fees are based on a percentage of assets under management. This approach aligns the advisors’ interests with those of their clients and ensures transparency in the fee structure. Clients also have the option to choose from different fee structures, depending on their needs and preferences.
Background:
SEASTRUNK FINANCIAL MANAGEMENT, LLC was founded by John Seastrunk, a highly experienced and reputable financial advisor. With over 25 years of experience in the financial industry, John has built a team of top-notch advisors who share his vision of providing high-quality, unbiased financial advice and services to clients.
Financial Advisor Disclosures to Know:
When working with SEASTRUNK FINANCIAL MANAGEMENT, LLC, clients can rest assured that they are working with a reputable and trustworthy firm. Besides being registered with the Securities and Exchange Commission (SEC), SEASTRUNK FINANCIAL MANAGEMENT, LLC has no legal or disciplinary disclosures, making them a reliable choice for financial advice.