Seamless Financial Planning (SFP) provides financial planning and investment management services. Financial planning can be comprehensive or limited in scope, covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management involves creating and managing portfolios based on a client's individual needs and goals.
Assets Under Management$9.1M
Clients5
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$9.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
The annual fees are negotiable and are prorated for partial quarters and paid in advance quarterly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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