Season Investments offers investment management based on client objectives and risk tolerance, financial planning to define and reach financial goals, and investment/wealth consulting for specific needs like policy development and manager selection. Season also manages the Season Investments Alternative Credit & Equity Fund, LP.
Assets Under Management$140M
Clients76
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fee schedule is subject to negotiation. Immediate family members receive a discounted rate of 0.75% on the first tier. Fees are waived for all employees of the firm. There is a minimum quarterly fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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