Sean Kilmartin
Sean Kilmartin is a registered investment advisor at Stark Financial Advisers, INC., based in Charlotte, NC, with 39 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 186 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $500K | 1.65% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable. The firm also offers a wrap-fee program called the Wealth Allocation Program with bundled fees.
Fee Estimator
Location
10042 Park Cedar Dr, Suite A, Charlotte, NC, 28210
Get directionsHistory
Regulatory 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.
Employment History
Current Registrations
Stark Financial Advisers, INC.
R.M. Stark & CO., INC.Broker
Previous Registrations
Dickinson & CO.Broker
F.N. Wolf & CO., INC.Broker
Sherwood Capital, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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