Sean Defrehn is a registered investment advisor at Defrehn Consulting, based in Adamstown, MD, with 25 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 88 clients with $75M 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 $500K | 1.28% |
| $500K - $1.0M | 1.21% |
| $1.0M - $2.0M | 1.18% |
| $2M+ | 1.15% |
Fees vary by account structure. Wrap plus transaction accounts have a separate tiered schedule ranging from 1.153% down to 1.00% for assets over $25,000,000. All fees are negotiable.
Fee Estimator
Location
Adamstown, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Defrehn Consulting
Osaic Wealth, INC.Broker
Previous Registrations
Defrehn Consulting
Defrehn Consulting
Defrehn Consulting
Triad Advisors LLCBroker
Triad Advisors, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations15 states
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