Seed Money Consulting (SMC) is a financial services company that provides financial planning and investment management services to individuals. SMC does not accept commissions or sell financial products. SMC's services include goal setting, risk management, budget and forecast modeling, and investment management. SMC requires discretionary authority to manage client investment accounts.
Fee Structure
Seed Money Consulting offers investment management services where they make investment decisions for you. To use this service, you must authorize them to deduct their fees directly from your investment account. The fee covers their management and certain transaction charges. More details are available in their wrap fee brochure. They also offer ad-hoc investment strategy meetings for $250-$300 per session.