Copyright ® 2018 Seastrunk Financial Management, LLC
Seastrunk Financial Management, LLC and Fidelity Investments are independent companies and are not affiliated. There is no form of legal partnership, agency, affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Seastrunk Financial is a fee only financial advisor, CFP, Certified Financial Planner
Your advisor can help you create a personalized strategy for your full financial picture, based on your priorities, goals, and what matters most to you.
We'll suggest strategies designed to help you reduce the impact of taxes on your portfolio.
A straightforward approach
We'll clearly lay out your options and offer straightforward advice and guidance.
Your personal financial advisor
We understand that every client's needs are unique. Your advisor will guide the conversation, find out what's important to you, and offer financial strategies for retirement, taxes, inheritance and estate planning, and more.
Your advisor can:
Three general ways Seastrunk Financial helps client's meet their objectives.
Portfolio Advisory Services
Fee: .40% - 1.00%
Minimum investment: $50,000 with Seastrunk
Private Wealth Management
Through Seastrunk Wealth Management Advisory®:
Annual investment advisory fee: 0.40%–1.25%
Minimum investment: $250,000 managed by Seastrunk
Financial Planning Services
Fee: .25% - .50% Or, a flat fee for modular plans.
Financial Guidance services are also provided through the electronic application eMoney Advisor™.