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Seacrest Wealth Management, Llc
Purchase, New York
Seacrest Wealth Management, LLC, a regional investment advisory firm headquartered in Purchase, NY, boasts a team of 51 dedicated professionals. Of these employees, 43 specialize in providing top-notch investment advisory services. With an impressive average of approximately $27,200,000 in assets under management per investment advisor, Seacrest Wealth Management offers a wealth of expertise to their discerning clientele.
The firm's compensation structure is designed to accommodate various client preferences and includes options such as a percentage of assets under management, hourly charges, and fixed fees. Their comprehensive a...see more
Assets Under Mgmt
$1.11B
Investment Professionals
43
Locations
30
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Seacrest Wealth Management, Llc
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