Sean Milner
Sean Milner is a registered investment advisor at Signature Equity Partners, LLC, based in Columbus, OH, with 33 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,056 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Signature Equity Partners offers investment management through various programs:
VISION2020 Wealth Management Platform:
- Advisor Managed Portfolio Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
- Unified Managed Account Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Independent Portfolio Management Services:
- Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Fees are based on the value of your account and can be tiered or a flat percentage. Fees are typically deducted from your account. The specific fee and payment frequency are detailed in your advisory agreement.
Location
445 Hutchinson Ave, Suite 800, Columbus, OH, 43235
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean is the president of the Northland HS Alumni Foundation, dedicating minimal time to fundraising. He also conducts investment and insurance business under Signature Financial Group, LLC (full-time), owns rental properties (about a quarter of his time), works as an insurance broker, and is an investment advisor representative with Signature Equity Partners, LLC (about half his time).
Employment History
Current Registrations
Signature Equity Partners, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations23 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.