Who is it for?
Wealth Management is appropriate for those with over $1 million in investable assets. This is an all-inclusive service with no out-of-pocket financial planning fees that also provides ongoing fiduciary investment guidance.
Why Wealth Management?
Wealth Management was created in order to meet the needs of our more affluent clients and households. The challenges, circumstances, and situations facing high-net-worth individuals, couples, and families are very different from other clients; these include how to minimize your tax burden, understanding how to structure your estate plan, discussing charitable gift planning strategies, preparing for elder care planning, as well as developing or instituting trusts to protect your assets.
What to expect?
Retirement and general financial planning and advice
Family and charitable gift planning
Elder care planning.
Additional services are provided as needed and include:
Tax planning and preparation services
Business planning services
Medicare planning services
Record keeping (including document shredding)
Family credits (to be used toward the financial planning fees of family members)
What is the Cost?
* There is no cost for your first appointment *
Wealth Management clients pay based on a percentage of assets under management percentage. The fee schedule reflects an annual charge but encompasses all planning fees. There are no extra out-of-pocket expenses or fees.
Once we’ve met and determined planning is appropriate, your investment is the following:
|Amount over $2,000,000||
S.E.E.D. Planning Group, LLC ("S.E.E.D.") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission (“SEC”). S.E.E.D. provides financial planning and investment management services for clients in New York and other states across the country. S.E.E.D. will notice, file, and maintain all applicable licenses as required by the various states in which S.E.E.D. conducts business, as applicable. S.E.E.D. renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about S.E.E.D. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies, and to be able to contact us for further information.
Market data, articles, and other content on this web site are based on generally-available information and are believed to be reliable. S.E.E.D. does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
S.E.E.D. will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and are available on the SEC website at: You may also contact S.E.E.D. to request a copy.
If you have any questions regarding Compliance and Regulatory information contact us.