Sean Mcmullin
Sean Mcmullin is a registered investment advisor at Allstate Financial Advisors, LLC, based in San Bernardino, CA, with 23 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 397 clients with $140M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
242 E Airport Dr Ste 203, San Bernardino, CA, 92408-3450
Get directionsHistory
Regulatory History (2)
Financial
April 2024Financial
March 2024Other Business ActivitiesSells Insurance
Sean owns and manages an Allstate Insurance agency, selling insurance products. This activity takes nearly all of Sean's time.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Services, LLCBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids 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.
Exams
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