Sean Belton
Sean Belton is a registered investment advisor at Liberty One Investment Management, based in Crescent Springs, KY, 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 High Net Worth, Investment Management. Their firm serves 10 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are negotiable based on assets under management, complexity of client goals, and level of services rendered.
Fee Estimator
Location
Crescent Springs, KY
Get directionsHistory
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 →Employment History
Current Registrations
Liberty One Investment Management
Previous Registrations
Brinker Capital Securities, LLCBroker
Orion Portfolio Solutions, LLC
Lincoln InvestmentBroker
Great American Advisors, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
The Huntington Investment CompanyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
The Huntington Investment CompanyBroker
State Registrations1 state
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
More Advisors
- Daniel Smith, CFAIndependent Financial Partners
- Brian Kroger, CFPStrategic Advisers LLC