SL
CFP

Sean T Lamanna

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
2,827 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $10.0M0.50%
$10M+0.40%

If the market value of the assets under management is less than $500,000.00 on the initial billing date, an annual fee of 1.25% will apply to all assets under management. Should the market value of the assets under management decrease below $500,000.00 after a lower rate has been previously applied, MCF will honor the lower rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$200 - $1,000

MCF's fees are based on a combination of fixed and asset-based fees, depending on the services you choose. Financial planning fees range from $200 to $1,000 or more per month. Investment management fees are based on the assets managed, with a rate of 1.25% applying to all assets under management if the market value of the assets under management is less than $500,000.00 on the initial billing date. Tax return preparation has a minimum fee of $625 per engagement. MCF also offers private investment funds with potentially reduced management fees for large commitments. Envestnet managed account programs have additional fees of 2 to 10 basis points per account, with a $50 minimum annual fee per account. Many clients have grandfathered fee schedules that may be higher or lower than the current schedule.

Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

333 West Vine Street, Suite 1740, Lexington, KY, 40507

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mcf Advisors, LLC
December 2020 - Present · 5 yrs 1 mo
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.