Advisor at Seaport Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Seaport Wealth Management
Location
Scottdale, AZ
Credentials
Series 63, Series 66
Industry experience
23 years
Adam Tasse is a financial advisor with Seaport Wealth Management in Scottdale, AZ, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Newbridge Securities Corp. for 16 years before joining Seaport Wealth Management in 2023. Outside of advising, he is involved in limited legal-document preparation. Seaport Wealth Management serves individual investors through portfolio management and related advisory services, focusing on passive management that replicates broad-market indices using mutual funds and ETFs. The firm manages accounts on a nondiscretionary basis and works with a modest client base of individual accounts held at an independent custodian.
$0 - $99,999: 1.50% (150 basis points) annually $100,000 - $249,999: 1.25% (125 basis points) annually $250,000 - $999,999: 1.10% (110 basis points) annually $1,000,000+: Negotiable - Not to exceed 1.00% annually
Fee-only: Annualized asset-based fee paid quarterly, negotiated fees may apply above $1,000,000; no commissions, no performance fees.
Scottdale, AZ
California
Seaport Wealth Management
2023 - Present (3 years)
Newbridge Securities Corp.
2007 - 2023 (16 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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