Overview

Headquarters
Huntington Beach, CA
Total Firm Assets
$208 million
Average High-Net-Worth Client Portfolio Size
$2.7 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: SEAGULL LANE ASSET MANAGEMENT, LLC (2026-08-28) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.65%
$500,001 $1,000,000 1.50%
$1,000,001 $10,000,000 1.00%
$10,000,001 and above 0.80%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,750 1.58%
$5 million $55,750 1.12%
$10 million $105,750 1.06%
$50 million $425,750 0.85%
$100 million $825,750 0.83%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
59.16%
Number of High-Net-Worth Clients
45
Total Client Accounts
702
Discretionary Accounts
626
Non-Discretionary Accounts
76

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
282566
  • SEAGULL LANE ASSET MANAGEMENT, LLC (2026-08-28) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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