Season Investments, LLC
Season Investments, LLC is a Registered Investment Adviser offering three main services to retail investors: Portfolio Management, Financial Planning, and Investment & Wealth Consulting. Portfolio management services are tailored to individual client objectives and constraints, with a minimum portfolio size of $500,000 and a minimum quarterly fee of $2,500. Financial planning services cover a range of financial needs, while investment and wealth consulting is available for clients seeking services beyond planning and portfolio management. Season also advises the Season Investments Alternative Credit & Equity Fund, LP, focusing on non-cyclical, recession-resilient investments. The firm's standard management fee schedule is 1.00% per annum on the first $2,000,000 and 0.50% per annum on all assets thereafter, with billing based on the previous quarter's ending portfolio value. Season discloses potential conflicts of interest, such as recommending investments in which the firm or its affiliates have interests. The firm emphasizes acting in clients' best interests and provides transparency regarding fees and potential conflicts. Clients can request a copy of the Client Relationship Summary for more information.
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