Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $500K | 1.65% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable, and existing clients may pay different rates.
Fee Estimator
SFA charges a tiered annual fee based on the assets they manage for you. The rate you pay depends on the size of your portfolio. Fees are negotiable, and existing clients may pay different rates based on their original agreement. SFA seeks clients with at least $100,000 per account. For the wrap-fee program, please refer to the dedicated Wrap Fee Brochure.
Areas of Practice
Advisor Information
Office location
10042 Park Cedar Dr, Suite A, Charlotte, NC, 28210
Get directionsRegulatory History (2)
Customer Dispute
March 1993Customer Dispute
March 1993Other Business Activities
Sean is the co-founder, member, general manager, and head coach of USASelect Basketball, LLC, formed to assist American basketball players find professional opportunities internationally. He dedicates about 10-20% of his time to this activity, including a minimal amount of time during trading hours, scheduling camps and European games for athletes.