Sean Gilsenan is a CFP-designated registered investment advisor at Whitener Capital Management, INC, based in Cary, NC, with 24 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 851 clients with $600M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.70% |
All fees are subject to negotiation.
Fee Estimator
Location
Cary, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Whitener Capital Management, INC
Previous Registrations
VALIC Financial Advisors, INC.
RBC Dain Rauscher INC.
RBC Centura Securities INC.
State Registrations1 state
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