S.e.e.d. Planning Group, LLC

S.E.E.D. Planning Group, LLC is a registered investment advisor established in December 2012 and registered with the SEC in April 2015. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, non-profits, foundations, and retirement plans. Their investment perspective focuses on effective equity and fixed-income portfolios with broad diversification. S.E.E.D. provides discretionary investment management and investment advice, allowing clients to place reasonable restrictions on their investments. The firm also offers financial planning and consulting services, including a Laddered Bond Program for clients with accounts under $500,000. Fees for advisory services are based on a tiered structure, with a minimum fee of $10 per quarter per account. S.E.E.D. does not charge performance-based fees and does not receive compensation for securities transactions. The firm does not participate in soft dollar programs and does not receive compensation for recommending custodians. Clients are encouraged to review statements provided by the custodian and have the option to establish electronic access for account monitoring. S.E.E.D. does not accept custody of client accounts and generally has discretion over investment decisions. The firm does not accept proxy-voting responsibility for clients. S.E.E.D. does not have any adverse financial situations that would impair its ability to meet obligations to clients.