✅ Have you ever visited a financial professional’s website only to discover they have an asset minimum?
📊 What is an asset minimum?!
💵 You have to have how much money to work with them?! Yikes!
🚪 Is this a legitimate reason to work with someone or just a marketing ploy to get you in the door?
👨🏼⚕️ Does having an asset minimum mean you are getting better service or level of expertise?
Tune in as we breakdown this topic and what you need to consider before working with a financial professional.
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S.E.E.D. Planning Group LLC (S.E.E.D.) is a Registered Investment Advisor (RIA) with the Securities Exchange Commission. S.E.E.D.’s team provides investment fiduciary and fee-only financial planning services to clients. Our fees are disclosed, easy to understand, and not predicated on product sales.
Travis Maus is the managing partner and a wealth manager at S.E.E.D. Planning Group, LLC. He earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIFA designation signifies the ability to perform fiduciary assessments measuring how well investment fiduciaries are fulfilling their duties to a defined standard of Care. As a wealth manager, he is also a member of the firm’s Financial Planning team where he provides coordinated and strategic financial planning and investment services to families and small businesses.
Steve is a partner at S.E.E.D. Planning Group, LLC, and serves as the Director of Community Engagement and Head of Client Experience. He is responsible for ensuring all clients feel welcomed, heard, and appreciated. Humbled by faith, Steve is a community-minded business leader who believes that serving others through giving time, talent, and resources may change someone’s life forever and recognizes that each individual has the capacity to make a significant impact on their community