S.E.E.D. Planning Group offers comprehensive wealth management services to individuals, families, businesses, and non-profits. The firm's approach combines values-based financial planning, multi-year tax strategies, coordinated estate planning, and integrated investment management. S.E.E.D. Planning Group operates through its investment division, Sift Investment Management, which provides discretionary portfolio management and investment advice. Wealth management services are designed to align financial decisions with each client's personal goals, values, and priorities. Clients are not required to hire S.E.E.D. Planning Group for investment management in order to receive planning services, and clients maintain ultimate control over their assets through independent qualified custodians such as Charles Schwab and Fidelity. The firm is owned and operated by Travis E. Maus, David Nirchi, and Todd Wilcox.
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.