Seasons of Advice Wealth Management

Wealth Management Firm in New York, NY

Firm Info
Address: 120 W 45th St, New York, NY 10036, USA
Website:
Phone: (212) 977-3111

Firm Size
Assets Under Management: $944.1 million
# of Advisors: 9
# of Clients: 2,729
Client to Advisor Ratio: 303:1
Average Account Size: $345,955
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Seasons Of Advice Wealth Management Overview

Seasons of Advice Wealth Management is a fee-based financial advisory firm that is headquartered in New York, NY. Despite being a relatively new company, having been established in 2020, they have quickly become a reputable name in the industry. They are registered as an investment advisory firm, and as an insurance broker and agent, as well as being authorized to sell additional financial products to clients. The firm offers a variety of services designed to meet the needs of individuals and small businesses, including financial planning and portfolio management. Additionally, other services offered by Seasons of Advice include credit and cash management solutions, which can help clients better manage their debt and cash flow. At Seasons of Advice, the focus is on providing each client with personalized attention and tailored solutions that meet their unique needs and goals. Their fee-based structure ensures that they are incentivized to work in the best interest of their clients, as they only earn fees when clients are successful in achieving their financial objectives. With a commitment to excellence in all areas of their business, Seasons of Advice is a wealth management firm that clients can trust to help them secure their financial future.

Seasons of Advice Wealth Management is proud to serve a diverse range of clients. From individuals looking to grow their wealth to high net worth individuals who require customized investment strategies, Seasons of Advice has the expertise to cater to their clients' unique needs. Their commitment to delivering exceptional financial services is evident in their ability to serve clients from all backgrounds. When it comes to fees, Seasons of Advice Wealth Management offers flexible options depending on the service provided. Clients can choose between a percentage of assets under management (AUM) or fixed fees, ensuring that they can work with Seasons of Advice in a way that suits them best. While percentage of AUM is calculated based on the overall value of the client's investment portfolio, a fixed fee remains constant regardless of the portfolio's value. This allows clients to have peace of mind that they are not being charged exorbitant fees as their portfolio grows. Whatever their preference, Seasons of Advice Wealth Management guarantees to provide their clients with trustworthy financial advice and investment solutions.

Typical Clients, Fee Structures & Investment Minimum

According to the note in Seasons Of Advice Wealth Management's Part 2 Brochure, there is no minimum account size required to open an account with the firm. However, a typical client relationship usually entails having at least $100,000 invested with the firm.

How This Office Can Help New York, NY Residents

Seasons of Advice Wealth Management aims to provide comprehensive financial planning and investment management services to clients in New York, NY. With the ever-changing financial landscape of New York, NY, clients may require assistance with a variety of financial situations, including retirement planning, estate planning, tax planning, college savings planning, and investment management. With its team of financial experts, Seasons of Advice Wealth Management works with clients to develop customized financial plans that align with their financial goals. They conduct a comprehensive analysis of clients' financial situations to provide tailored solutions and advice. Moreover, in order to serve their clients better, they keep themselves up-to-date with the latest developments in the financial industry. Overall, Seasons of Advice Wealth Management assists its clients in navigating complex financial situations and helps them to achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Seasons Of Advice Wealth Management, visit their Part 2 Brochure.

Services Offered by Seasons Of Advice Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Seasons Of Advice Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 120 W 45th St, New York, NY 10036, USA
Phone (212) 977-3111
Directions
Google My Business Reviews:
5 Stars  |  2 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Seasons Of Advice Wealth Management is registered to service clients in the following states:

  • California
  • Colorado
  • Connecticut
  • District of Columbia
  • Florida
  • Illinois
  • Maryland
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania
  • South Carolina
  • Texas

Disciplinary History

Seasons Of Advice Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023