Sean Castle is a registered investment advisor at Cherry Creek Investment Advisors INC, based in Englewood, CO, with 27 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 382 clients with $350M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may vary based on client objectives and assets held.
Fee Estimator
Location
68 Inverness Lane East #206, Englewood, CO, 80112
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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 Activities
Sean is the manager of CCIA Properties, LLC, which holds his personal commercial real estate investments. He is also a partial owner in multiple LLCs related to horse breeding and racing activities.
Employment History
Current Registrations
Cherry Creek Investment Advisors INC
State Registrations2 states
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