Seeds Investor LLC

CRD#308909
Investment Advisor Firm

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Overview

Seeds Investor LLC is an advisory firm headquartered in New York, New York. Seeds Investor LLC controls $71.7 million in assets under management over 95 client accounts. Seeds Investor LLC has a small team, including 3 financial advisors. Seeds Investor LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as stocks, bonds and options.

Seeds Investor LLC administers all of its client assets on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without requiring client approval. The investment advisory firm's average account size is $755,145. The average financial advisor at Seeds Investor LLC manages about 32 client accounts, placing it towards the middle in terms of personalization.

The company's central office is at 43 West 23Rd Street, New York, New York 10010. It is permitted to provide services to clients across 2 states, including New York and South Carolina.

Assets Under Management

$71.7 million

Number of Advisors

3

Disclosures

No

Office Location

43 West 23Rd Street
New York, NY 10010

Seeds Investor LLC by the Numbers

Total Assets Under Management

$71.7 million

National Average: $8.6 billion
Total Number of Employees

8

National Average: 64
Total Number of Accounts

95

National Average: 375,227
Average Account Size

$755.1 thousand

National Average: $23.0 thousand
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Fee Structure

Financial advisory fees depend on the type of financial services offered. However, fees charged by the company most likely are comprised of some combination of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Disclosures

Seeds Investor LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Seeds Investor LLC

Kuni Chen
New York, NY

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