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

Our Approach

 

 

 

 

 

 

 

 

 

 

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.

 

 

 

 

 

 

 

 

 

 

Tax strategies

 

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:

 

 

  • Help you invest and plan for your full financial picture
  • Lay out your options and make clear recommendations
  • Meet with you regularly and help you make ongoing decisions

Three general ways Seastrunk Financial helps client's meet their objectives.

 

Portfolio Advisory Services

 

Fee: .40% - 1.00%

 

Minimum investment: $50,000 with Seastrunk

 

  • Guidance on financial planning strategies
  • Advice on choosing an investment portfolio strategy
  • Help with planning tools and access to specialists
  • Support from a service team
  • Annual portfolio reviews

 

Private Wealth Management

Through Seastrunk Wealth Management Advisory®:

 

Annual investment advisory fee: 0.40%–1.25%

Minimum investment: $250,000 managed by Seastrunk

 

  • A comprehensive wealth plan tailored to the needs of you and your family
  • Your own investment manager for access to ongoing advice and portfolio management
  • Coordination with our financial specialists and your outside advisors, such as attorneys or accountants
  • Access and communication with your advisor based on your needs and preferences
  • Online access with full financial planning services included.

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™.

 

  • This tool provides clients with a net worth summary, goals and priorities, funding for retirement and other key personal benchmarks all in one place.
  • The Online Center also provides daily updates on detailed information of the results of the financial guidance they receive.
  • Provides a platform for Clients to collaborate with their Financial Planner and receive up to date information about their assets and progress.
  • Education Center for videos and articles dealing with many fundamental financial planning strategies.