Trystan Cleaver is a registered investment advisor at Seek First INC., based in Campbell, CA, with 2 years of industry experience. Trystan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Tax Planning. Their firm serves 94 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seek First Inc. charges a fixed fee of $1,000 per month for investment management services. This fee is paid after the services are provided. Direct debits from investment management accounts and checks are acceptable forms of payments.
Location
1999 South Bascom Ave, Suite 700, Campbell, CA, 95008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Seek First INC.
State Registrations1 state
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