Advisor at Seastrunk Financial Management, LLC
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
Seastrunk Financial Management, LLC
Location
Florence, SC 29501
Credentials
CFP®, Series 63
Industry experience
15 years
One-time custom Financial Plans and Investment Plans with negotiated fees, minimum $1,200
$0 - $600,000: 1.00% $600,001 - $1,000,000: 0.85% $1,000,001 - $5,000,000: 0.50% $5,000,000+: Negotiable
$150 per hour for consultations
Monthly bank draft subscription option available for Financial Plans
Account minimum: $100,000 total combined accounts (with any single account as low as $3,000) Minimum fee: Minimum fee of $1,200 for one-time custom Financial Plans and Investment Plans Fee-only: Fee-only discretionary investment advisory services; fees are asset-based and hourly fees for consultations ($150/hour)
Seastrunk Financial Management Co.
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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