In order to deliver long-term value to our clients and continue to provide the highest quality advice and service, we have developed a simple, cost competitive pricing structure. 

  • For comprehensive financial planning, we charge an hourly fee which is based on the scope and complexity of the plan, your situation, and your financial objectives. An estimate of the total time and cost will be determined at the start of the advisory relationship.
  • For wealth management services, our fee is based on a percentage of assets under management.  Our annual wealth management fee is billed quarterly based on the value of your portfolio on the last trading day of the previous quarter.
We understand that each new client is unique, and we find that often these services overlap. We are committed to a fair compensation structure when considering overall fees charged to our clients.  If you decide to work with Seamount Financial Group, an engagement agreement is prepared outlining the services to be provided, as well as the cost.
To learn more about our fees or compensation structure, please feel free to contact us.
Seamount Financial Group, Inc. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. However such registration is not an endorsement by the Commission.

Investment advisory services offered through Seamount Financial Group, Inc.
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