Jeffrey Chase is a registered investment advisor at S.E.E.D. Planning Group, LLC, based in Syracuse, NY, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 763 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Investment advisory fees may be as high as 2% per annum, subject to a minimum fee of $2,500. Fees are based on each client's specific scope of work.
Fee Estimator
Location
100 Elmwood Davis Rd, 2nd Floor, Syracuse, NY, 13212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
S.E.E.D. Planning Group, LLC
Previous Registrations
Key Investment Services LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Pruco Securities, LLC.Broker
State Registrations1 state
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
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