Sean Orick
Sean Orick is a registered investment advisor at Strategic Wealth Partners, LTD., based in St Pertersburg, FL, with 25 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,674 clients with $1.6B 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 | 2.00% |
Annual fees range from 0.20% to 2.00% depending on account size and complexity, using a declining tiered schedule. Fees are generally negotiable.
Fee Estimator
Location
111 Second Avenue NE, Suite 204, St Pertersburg, FL, 33701
Get directionsHistory
Regulatory History (1)
Criminal
December 1996Other Business Activities
Sean is an investment advisor representative (IAR) with Resources Investment Advisors, Inc., dedicating full-time hours to this role. He is also a partner at Retirement Partner Advisors, a retirement plan consulting firm, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Strategic Wealth Partners, LTD.
Previous Registrations
Onedigital
Triad Advisors LLCBroker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Adviseme National Advisors
Financial Telesis INCBroker
Asset Advisors of America, LLC
Securities Research, INC
Securities Research, INC.Broker
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.