Seed Wealth Management offers investment management services, including determining investment goals, risk tolerance, and objectives. Seed Wealth Management has discretionary authority to execute investment program transactions. Seed Wealth Management also offers customized investment advisory solutions to third-party unaffiliated investment advisors.
Assets Under Management$170M
Clients31
Advisors1
Avg. per Client$5.5M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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