SEEN Consulting LLC offers tailored investment advice and discretionary portfolio management. They also provide financial consulting services on topics like risk assessment, investment planning, and financial decision-making. SEEN Consulting primarily recommends equity securities, corporate debt, mutual funds, money market funds, real estate, and REITs.
Assets Under Management$52M
Clients32
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
At SEEN Consulting's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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