Sean Buchanan
Sean Buchanan is a registered investment advisor at Great Valley Advisor Group, LLC, based in Doylestown, PA, with 24 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B 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 | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
165 W Ashland Street, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2013Other Business Activities
Sean operates Doylestown Wealth Management as a DBA for LPL business. He also provides investment advisory services through Great Valley Advisor Group, Inc., dedicating a full-time commitment to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
Great Valley Advisor Group, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
PNC Investments
PNC InvestmentsBroker
Cco Investment Services CORP.Broker
Wells Fargo Advisors, LLCBroker
State Registrations8 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.
Exams
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- Beth Zucker, CFPWells Fargo Advisors