SeaCrest Wealth Management, LLC

Wealth Management Firm in Greenville, SC

Firm Info
Address: 1990 Augusta St #202, Greenville, SC 29605, USA
Phone: (864) 527-5990

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)

Get Connected with a Financial Advisor

* required fields

Seacrest Wealth Management, LLC Overview

Seacrest Wealth Management, LLC, is a fee-only registered investment advisory firm that has been operating since 2008. The firm is headquartered in Purchase, NY and provides investment advice only. In terms of services, Seacrest offers financial planning and portfolio management for individuals and small businesses. They also provide portfolio management for businesses or institutional clients, pension consulting services, and selection of other advisors. One of the key distinguishing factors of Seacrest Wealth Management is that they operate on a fee-only basis, meaning that they do not sell any financial products, receive commissions for selling those products, or charge any hidden fees. This type of arrangement ensures that their advice is unbiased, and their only incentive is to provide the best possible investment advice for their clients. The firm's focus on investment advice only is also worth noting. Unlike some other investment firms, Seacrest does not offer services such as banking, insurance, or real estate. Rather, their expertise lies in providing advice and guidance on investment portfolios, financial planning, and pension consulting. Overall, Seacrest Wealth Management, LLC, is a reputable firm that specializes in investment advice, financial planning, and portfolio management services for individuals, small businesses, and institutional clients. With its fee-only structure and focus on investment advice, it is a valuable resource for anyone seeking unbiased financial guidance and expertise.

SEACREST WEALTH MANAGEMENT, LLC caters to a diverse group of clients, including individuals who are seeking to grow their wealth portfolio. In addition, the firm works with high net worth individuals who require personalized financial management services to help them maximize returns on their investments. SEACREST WEALTH MANAGEMENT, LLC also provides pension and profit sharing plans with tailored investment strategies to ensure that their employees' retirement plans are secured. The firm serves charitable organizations as well, allowing these entities to invest their assets responsibly and sustainably. When it comes to fee structures, SEACREST WEALTH MANAGEMENT, LLC offers various options depending on the type of service provided. The firm can charge a percentage of the assets under management (AUM), which is a common practice in the wealth management industry. Alternatively, clients can opt for hourly fees, where they are billed based on the time spent on their account. Fixed fees may also be available for specific services, giving the client a clear understanding of the cost right from the outset. Whichever option chosen, SEACREST WEALTH MANAGEMENT, LLC provides transparent and reliable investment and financial services to help clients achieve their financial objectives.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for SEACREST WEALTH MANAGEMENT, LLC states that the firm "generally requires a minimum portfolio size of $500,000." This suggests that the investment minimum for this firm is $500,000.

How This Office Can Help Greenville, SC Residents

SeaCrest Wealth Management, LLC is a financial advisory firm located in Greenville, SC that specializes in providing comprehensive financial planning solutions to its clients. The company assists individuals, families, and businesses in managing their finances and making sound investment decisions. The financial situations faced by clients in Greenville, SC can vary greatly. Some clients may be in the early stages of their careers and need assistance with budgeting and saving for retirement. Others may be nearing retirement age and require guidance on how to generate income from their savings. Additionally, some clients may have experienced life changes such as a divorce or the death of a spouse, which can greatly impact their finances and require a new financial plan. SeaCrest Wealth Management, LLC works closely with its clients to tailor solutions to their unique financial situations, ultimately striving to help them achieve their long-term financial objectives.

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 1990 Augusta St #202, Greenville, SC 29605, USA
Phone (864) 527-5990
Directions
Google My Business Reviews:

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.