Seek & Find Financial (SFIN) offers portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. SFIN also provides consulting services to pension and employee benefit plans, including 401(k) plans. SFIN primarily recommends ETFs but may use other securities to diversify portfolios. SFIN acts as a fiduciary, prioritizing client interests and avoiding conflicts of interest.
Assets Under Management$14M
Clients49
Advisors3
Avg. per Client$280K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable. The firm may, in its discretion, charge a fixed fee for portfolio management ranging from $500-$4000 paid monthly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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