Seahorse Financial Advisers Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$77,758,565
Total clients
20
95% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$3,887,928
Client services
Portfolio management
Fee options
$0 - $1,650,000: 0.95% annually $1,650,000 - $7,650,000: 0.45% annually $7,650,000 - $15,150,000: 0.40% annually $15,150,000 - $25,000,000: 0.35% annually $25,000,000+: 0.30% annually
$995 per hour for investment planning advice in addition to regular management.
Account minimum: $1,000,000 Fee-only: Fee paid directly by client; no commissions or product sales charges; fees negotiated and discounted for long-standing clients.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Seahorse Financial Advisers Inc.
52 Front St.
Millbrook NY 12545, United States
Number of offices
4
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