Advisor at Marshfield Associates
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.
Location
Washington, DC 20036
Credentials
Series 65
Industry experience
8 years
Richard Seaton is a Series 65-licensed financial advisor at Marshfield Associates with eight years of industry experience. He has worked at Marshfield Associates since 2017 and previously spent six years at TTR Sotheby's Realty and 20 years at Impact Marketing + Communications. Marshfield Associates serves a diverse client base that includes high net worth individuals, institutional investors, and government entities. The firm employs a long-only, value-oriented investment approach focused on a concentrated Core Value Equity Strategy with an emphasis on quality and intrinsic value.
Based on Marshfield Associates
$1 million - $10 million: 1.25% for accounts with more than 60% equity allocation $10 million+: 1.00% for accounts with more than 60% equity allocation $1 million - $10 million: 1.00% for accounts with 60% or less equity allocation $10 million+: 0.90% for accounts with 60% or less equity allocation
Offered upon specific SMA client request; fees vary based on performance relative to benchmark, compliant with Rule 205-3
Account minimum: $1,000,000 Minimum fee: Minimum billing of $100 for a partial quarter when an account opens; no refund if amount to return is $25 or less Fee-only: Asset-based fees as per tiered schedule; performance-based fees available upon specific client request
1330 Connecticut Ave Nw, Suite 400
Washington, DC 20036
California · District of Columbia · Maryland · Texas
Marshfield Associates
2017 - Present (9 years)
TTR Sotheby's Realty
2011 - 2017 (6 years)
Impact Marketing + Communications
1996 - 2016 (20 years)
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