Seeker Financial, LLC manages investment portfolios and provides financial planning services. Financial planning covers topics like financial goals, budgeting, debt management, investment planning, retirement, education, insurance, tax, estate, and business planning. For investment management clients, financial planning is ongoing. Seminars are also offered for general advice.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may be adjusted based on pre-existing client relationships, anticipated future assets, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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