Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Comprehensive Portfolio Management fees range from 0.20% to 2.00% annually, depending on account size and complexity. Fees are negotiable and may be charged at a flat rate. Financial planning and retirement plan consulting are billed hourly (up to $500/hour) or as a flat fee (minimum $3,000). OCIO services range from 0.20% to 0.70% annually. Tax preparation has a minimum fee of $500. A household administration fee of $15 per month may apply.
Areas of Practice
Advisor Information
Office location
111 Second Avenue N.E., Suite 204, Saint Petersbug, FL, 33701
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Criminal
December 1996Other Business Activities
Sean is an investment advisor representative (IAR) with Resources Investment Advisors, Inc., dedicating full-time hours to this role. He is also a partner at Retirement Partner Advisors, a retirement plan consulting firm, spending about a quarter of his time on this activity.