Three Seasons Wealth offers investment management, selection of independent managers, financial planning, and family office services to individuals, high net worth individuals, foundations, businesses, and corporations. They create customized investment plans based on clients' individual needs and goals, using financial information provided by the client to develop strategies and solutions.
Fee Structure
Three Seasons Wealth offers investment and wealth management services for a maximum annual fee of 1.75% based on the amount of assets managed. The fees are billed in advance each calendar quarter based on the market value of the assets under management on the last day of the previous calendar quarter. The firm may negotiate a different fee rate for certain clients or specific client holdings.