S.E.E.D. Planning Group provides wealth management, investment advice, and consulting services. Wealth management combines financial planning, tax planning, estate planning, and investment management. Sift Investment Management, a division of S.E.E.D., offers investment advice and consulting services to individuals, businesses, and non-profits. Sift also provides discretionary investment management services, selecting investments and managing portfolios based on client goals and risk tolerance.
Assets Under Management$570M
Clients763
Advisors18
Avg. per Client$740K
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,500
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.
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