SeaCrest Wealth Management

Retirement Planning Firm in Medford, OR

Firm Info
Address: 3255 Hillcrest Rd #108, Medford, OR 97504, USA
Phone: (541) 664-7308

Firm Size
Assets Under Management: $1.4 billion
# of Advisors: 43
# of Clients: 3,982
Client to Advisor Ratio: 93:1
Average Account Size: $354,530
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Seacrest Wealth Management, LLC Overview

Seacrest Wealth Management, LLC is a registered investment advisory firm that has been in business since 2008. Based in Purchase, NY, the firm offers investment advice only to its clients under a fee-only arrangement. This means that the only compensation the firm receives comes in the form of fees charged directly to its clients for its services. The firm offers a range of services to its clients, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. Additionally, Seacrest Wealth Management provides portfolio management services for businesses and institutional clients looking for expert advice on managing their investments. Seacrest Wealth Management also offers selection of other advisors services to ensure that its clients receive the best possible advice. The firm's focus is on providing personalized and customized investment solutions to meet the unique needs of its clients, while also taking into account their individual goals and risk tolerance levels. Through its commitment to personalized service and investment strategies, Seacrest Wealth Management has established itself as a trusted partner for individuals and businesses seeking expert investment advice.

SEACREST WEALTH MANAGEMENT, LLC provides financial services to a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. Regardless of the type of client, SEACREST WEALTH MANAGEMENT, LLC aims to tailor its services to meet each client's unique needs and financial goals. With a team of seasoned professionals who possess extensive knowledge in the financial sector, the firm ensures clients receive the highest-quality services, whether they require assistance with investments, financial planning, or risk management. SEACREST WEALTH MANAGEMENT, LLC offers fee structures that suit the different services provided. Clients can choose services such as percentage of AUM, hourly billing, or fixed fees. SEACREST WEALTH MANAGEMENT, LLC may charge a percentage of the assets that clients entrust to the firm to manage, usually ranging from 0.5% to 2%. Alternatively, they can opt to be charged at hourly rates, which comes in handy when clients require professional advice without having to invest their assets. In contrast, fixed fees are typically charged for services such as financial planning and tax preparation. Ultimately, SEACREST WEALTH MANAGEMENT, LLC's fee structures aim to align with clients' specific needs while remaining affordable and competitive in the market.

Typical Clients, Fee Structures & Investment Minimum

According to SEACREST WEALTH MANAGEMENT, LLC's Part 2 Brochure, there is no mention of an investment minimum. Therefore, we cannot determine what their investment minimum is from their brochure.

How This Office Can Help Medford, OR Residents

At SeaCrest Wealth Management, we understand the specific financial situations that our clients in Medford, OR may be facing. For example, Medford's main industries include healthcare, education, and manufacturing, all of which have their unique financial challenges. We offer comprehensive financial planning and investment management services to help our clients navigate these challenges and achieve their financial goals. Whether clients need help with retirement planning, investment management, or tax planning, our team of experts is equipped to provide personalized solutions tailored to their unique needs and objectives. We also offer estate planning and insurance services to help clients protect their assets and ensure their legacy is bestowed according to their wishes. At SeaCrest Wealth Management, we are committed to providing our clients with comprehensive financial guidance and support to help them achieve financial success and security.

To view the Minimum Investment and Fee Schedule for Seacrest Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Seacrest Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Seacrest Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3255 Hillcrest Rd #108, Medford, OR 97504, USA
Phone (541) 664-7308
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 3000 WESTCHESTER AVENUE, SUITE 206, PURCHASE, NY 10577, United States

This firm has no other locations.

State Registrations

Seacrest Wealth Management, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Virginia
  • Washington

Disciplinary History

Seacrest Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.