Seek First Inc. provides financial planning, tax planning, estate planning, and insurance planning services through a fixed-fee program. They coordinate a team of professionals to assist clients with setting goals and creating implementation plans. They also offer individual investment management services on a discretionary basis to clients who do not wish to participate in the fixed fee program.
Assets Under Management$200M
Clients94
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$68M
Fee Structure
Minimum Annual Fee:$1,000
Seek First Inc. charges a fixed fee of $1,000 per month for investment management services. This fee is paid after the services are provided. Direct debits from investment management accounts and checks are acceptable forms of payments.
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