Sean Mcdonough
Sean Mcdonough is a CFP-designated registered investment advisor at Onboard Financial Management, LLC, based in Charlestown, MA, with 29 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 27 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Onboard Financial Management's investment advisory fees range from 0.75% to 1.50% annually, based on factors like the complexity of services, the amount of assets managed, financial planning engagement, and the overall relationship. Fees are calculated by the custodian and deducted from the client's account quarterly. The fee for the first quarter is prorated. Fees may be negotiable.
Location
Charlestown, MA
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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 a partial owner of Commonwealth Limousine as a passive investment and performs occasional tax preparation for a minimal number of customers. Sean is also a licensed insurance professional, dedicating about 10-20% of his business time to this activity.
Employment History
Current Registrations
Onboard Financial Management, LLC
Previous Registrations
Winslow, Evans & Crocker, INC.
Winslow, Evans & Crocker, INC.Broker
Compass Capital Corporation
Compass Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance 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.