Sevan Meneshian is a CFP-designated registered investment advisor at Bayworth Capital, based in St. John, IN, with 26 years of industry experience. Sevan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 183 clients with $63M 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 | 1.00% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
St. John, IN
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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
Sevan owns Public Retirement Planners, LLC, which offers investments, insurance, and financial planning services, taking nearly full-time. He also works as an instructor for Kaplan College, Northwestern University, and as a CFP exam tutor, dedicating minimal time to each.
Employment History
Current Registrations
Bayworth Capital
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
ICMA Retirement CORP
Icma-Rc Services, LLCBroker
Nationwide Investment Services CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations3 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.