Seasons Wealth Services manages investment portfolios and offers financial planning services. Financial planning covers cash flow, education funding, retirement, risk management, estate, tax, and investment analysis. They also provide business planning consulting. Investment advice is based on Modern Portfolio Theory, using a long-term buy-and-hold strategy with periodic rebalancing.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.64% |
| $5M+ | 0.51% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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