Sean Scruby is a CFP-designated registered investment advisor at Olde World Investments, based in Napa, CA, with 2 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
Fee is for Passive Portfolio Management strategy.
Fee Estimator
Location
Napa, CA
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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 Activities
Sean is the owner and a licensed general contractor for Olde World Design, a construction company, since 2004. This non-investment related activity takes about 10-20% of Sean's time each month.
Employment History
Current Registrations
Olde World Investments
State Registrations1 state
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