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Jonathan Seed

11 Years of Experience
Evanston, IL

Jonathan Seed is a registered investment advisor at Seed Wealth Management, INC., based in Evanston, IL, with 11 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 31 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
31 clients
Average Client Portfolio
$5.5M average
Assets Under Management
$171.1M

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

Fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Evanston, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jonathan is a passive investor in Mightnest, LLC, Empower Campaigns, Founders Equity Fund I LLC, Interact Media, LLC, and Colovore LLC. These activities involve online retail, preferred shares, seed equity investment, software/online media aggregation, and retail data collection for servers.

Employment History
Current Registrations
Seed Wealth Management, INC.
September 2014 - Present · 11 yrs 8 mos
State Registrations3 states
CAILMA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.