Seaview Investment Managers LLC

SEAVIEW INVESTMENT MANAGERS LLC is a registered investment adviser based in Miami, FL, providing investment advisory services since August 1st, 2019. The firm offers discretionary and non-discretionary portfolio management services, tailored to meet clients' needs and investment objectives. Discretionary services grant authority to manage accounts without prior approval, while non-discretionary services require client approval before transactions. The firm may invest in model portfolios based on risk tolerance. Financial planning services are also offered, with fees ranging from $2000 - $5000. The firm charges an annual fee based on a percentage of assets under management, ranging from 0.75% to 2.50%. Fees may be calculated quarterly in advance or in arrears based on the agreement. The firm does not have any disciplinary information and does not receive compensation from third parties. Clients must have a minimum of $100,000 to open an account, with a minimum annual fee of 0.75%. SEAVIEW INVESTMENT MANAGERS LLC does not vote proxies on behalf of clients and does not have custody of client funds. The firm does not have financial conditions preventing it from meeting contractual commitments. Trade errors are rectified by restoring accounts to the correct position. The firm does not determine class action lawsuits or participate in litigation on behalf of clients.