Jessica Blake is a registered investment advisor at S.E.E.D. Planning Group, LLC, based in Palm Harbor, FL, with 3 years of industry experience. Jessica 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
Palm Harbor, FL
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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 →Other Business Activities
Jessica is the VP of the Board of the Fiduciary Education Foundation. She receives no payment or commissions for this role.
Employment History
Current Registrations
S.E.E.D. Planning Group, LLC
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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