SeedSafe Financial, LLC (SSF) manages investment portfolios and offers financial planning services. SSF provides continuous investment advice based on individual client needs, developing personalized investment plans with asset allocation targets. SSF also offers Canopy by SeedSafe, a limited-scope investment management service. SSF primarily works with entrepreneurs, executives, and employees in the technology industry, focusing on spending plans, debt reduction, stock compensation analysis, risk management, and tax planning.
Assets Under Management$130M
Clients86
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$600K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2M+ | 0.25% |
Schedule is for SeedSafe Full Service. Canopy by SeedSafe charges 0.75% up to $2M and 0.25% over $2M, with a $600K minimum or $4,500 minimum annual fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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