Sean Aldrich
Sean Aldrich is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Milwaukee, WI, with 27 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
2121 S Kinnickinnic Ave, Ste 7, Milwaukee, WI, 53207
Get directionsHistory
Regulatory History (1)
Criminal
December 1986Other Business ActivitiesSells Insurance
Sean owns Sean Aldrich's Insurance Agency, an insurance agency affiliated with State Farm, since 1999. He dedicates about half of his time to servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 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.
Exams
More Advisors
- Nathaniel Ladsten, ChFCState Farm Investment Management CORP.
- Jason Kausalik, CFAOperose Advisors LLC
- Guy Eckman, CFPDiversified Management INC
- John Morton, CFA, CFPMariner
- William Grady, CFPBaker Tilly Wealth Management, LLC
- Ashley Carlson, CFPRobert W. Baird & CO. Incorporated