Seastrunk Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,622,000
Total clients
171
14% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
86
Average account size
$383,754
Client services
Fee options
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)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Seastrunk Financial Management, LLC
121 S Cashua Dr.
Florence SC 29501, United States
Number of offices
1
Forms ADV
Quick links
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