Top financial advisors in Binghamton, NY
We’ve curated a list of the best financial advisors in Binghamton, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$351,350,025
Number of advisors
28 advisors
| $351,350,025 | 28 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Binghamton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Binghamton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$351,350,025 under management
28 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesTax Planning
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Binghamton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Binghamton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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