Jeffrey Chase is a registered investment advisor at S.E.E.D. Planning Group, LLC, based in Binghamton, NY, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 763 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
S.E.E.D.'s investment management fees can be as high as 2% per year. A minimum fee of $2,500 may apply. The specific fee is based on your individual agreement with S.E.E.D.
Location
31 Lewis Street, Suite 401, Binghamton, NY, 13901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
S.E.E.D. Planning Group, LLC
Previous Registrations
Key Investment Services LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Pruco Securities, LLC.Broker
State Registrations1 state
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