Seeds

Fee-Only (% of Portfolio)Fixed/Hourly

Seeds Investor LLC provides investment management services to other financial institutions, who then offer these services to their clients. Seeds develops investment models and may assist clients with designing their own. Seeds uses stocks, exchange-traded funds (ETFs), and mutual funds to construct portfolios. Seeds' approach is primarily long-term focused.

Assets Under Management$490M
Clients544
Advisors1
Avg. per Client$890K
Avg. per Advisor$490M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

Fees are negotiable. Seeds may also offer its services for a fixed fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm