Sean Lamb
Sean Lamb is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Fort Lauderdale, FL, with 23 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, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B 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 | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
Fort Lauderdale, FL
Get directionsHistory
Regulatory History (1)
Criminal
August 2002Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Spotlight Asset Group
Creative Planning
Charles Schwab & CO., INC.
AXA Advisors, LLC
Merrill Lynch Pierce Fenner & Smith INC.
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
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