About
1 SEED PARTNERS LLC(1 Seed) is a leading financial advisory firm with over 10 years of experience in providing expert financial guidance to individuals, families, and businesses. The firm offers a wide range of services, including financial planning, wealth management, investment management, tax and estate planning, and retirement planning. With a team of experienced financial advisors, 1 Seed is committed to helping clients achieve their financial goals and securing their financial future through tailored financial strategies.
1 Seed has $500 million in assets under management and is supported by a team of 15 skilled advisors. The firm charges a transparent percentage of assets under management as its fees. As a registered firm with the SEC, 1 Seed maintains transparency and discloses any conflicts of interest, disciplinary actions, or legal proceedings to its clients. 1 Seed's dedication to transparency and client trust has established itself as a trusted name in the industry.
In conclusion, 1 SEED PARTNERS LLC is a reputable financial advisory firm that offers personalized services and expert financial guidance to clients. With its comprehensive range of services and experienced advisors, 1 Seed is committed to helping clients achieve their financial goals, secure their financial future, and maintain lifelong financial stability.
Key Takeaways
Provides personalized financial planning Offers expert investment advice Assists in creating tailored financial strategies Helps clients achieve their financial goals Secures clients' financial future
Facts & Insights
1 Seed is a full-service financial advisory firm that works closely with clients to understand their financial needs and develop strategies to achieve their goals. Through in-depth analysis and industry expertise, 1 Seed provides unbiased and comprehensive financial solutions to its clients.
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 15
- Time in Business
- 10 years
Financial Services Offered
- Financial planning
- Wealth management
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
- Education planning
Client Types
- 1 Seed caters to a diverse range of clients, including individuals, families, and businesses. The firm understands that each client has unique financial needs and offers personalized services to fit their specific goals and objectives.
Fees & Compensation
1 Seed is a fee-based financial advisory firm. This means that the firm charges a percentage of the assets under management as its fees. The fees are transparent, and there are no hidden charges, ensuring that clients know exactly what they are paying for the services provided.
Background
1 Seed was founded in 2011 with a vision to provide top-notch financial guidance to clients. With a team of experienced and knowledgeable financial advisors, the firm has established itself as a trusted name in the industry. The firm is registered with the Securities and Exchange Commission (SEC) and adheres to all regulatory guidelines.
Disclosures
- As a registered financial advisory firm, 1 Seed discloses all relevant information to its clients. This includes any conflicts of interest, as well as any disciplinary actions or legal proceedings against the firm or its advisors. 1 Seed is committed to maintaining transparency and trust with its clients. In conclusion, 1 SEED PARTNERS LLC is a reputable financial advisory firm that offers personalized services and expert financial guidance to clients. With a team of experienced advisors and a proven track record, the firm is dedicated to helping clients achieve their financial goals and secure their financial future.
Firm Facts
- Primary Business Name
- 1 SEED PARTNERS LLC
- SEC Region
- CHRO
- Organization CRD
- 329288
- SEC
- 801-129247
- Firm Type
- Registered
- Legal Name
- 1 SEED PARTNERS LLC