How does the advisor help clients – Key Takeaways:
SEAWISE FINANCIAL, INC. is a reputable financial firm that provides expert financial services to its clients. With extensive experience in the industry, the firm is able to offer personalized financial advice and solutions to clients, helping them achieve their financial goals.
Facts and Insights
As of 2021, SEAWISE FINANCIAL, INC. has over 100 advisors and manages more than $5 billion in assets for its clients. The firm has been in business for over 20 years. Its team of advisors consists of highly qualified professionals with diverse backgrounds and expertise in various financial areas.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 100+ | 20+ years |
Financial Services Offered
SEAWISE FINANCIAL, INC. offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, insurance planning, and more. The firm takes a comprehensive approach to financial planning, considering all aspects of clients’ financial situations to develop customized strategies.
Client Types
SEAWISE FINANCIAL, INC. caters to a diverse client base, including individuals, families, corporations, and institutions. The firm is committed to providing quality financial services to all clients, regardless of their net worth or investment goals.
Fees & Compensation
SEAWISE FINANCIAL, INC. operates on a fee-only basis, which means that the firm only charges fees for the services it provides and does not earn commissions from selling financial products. This fee structure ensures that the firm’s advisors act in the best interests of their clients without any conflicts of interest.
Background
Founded in 2000, SEAWISE FINANCIAL, INC. has established a strong reputation in the financial industry. The firm has a team of experienced advisors who are passionate about helping clients achieve financial success.
Financial Advisor Disclosures to Know
SEAWISE FINANCIAL, INC. abides by all applicable laws and regulations in the financial industry. The firm’s advisors are required to disclose any conflicts of interest and potential risks to clients. Clients can trust that they will receive honest and transparent advice from the firm’s advisors.