Sean Shinaberry is a registered investment advisor at Mpm Wealth Advisors, based in Holland, OH, with 22 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 1,158 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPM Wealth Advisors' investment management fees have a maximum of 1.50% annually, calculated and payable quarterly. A flat fee option is available for accounts over $1,000,000, but this is not widely used. Fees are based on the portfolio's value at the end of each quarter. Cash balances are included when calculating fees. Clients are responsible for custodial and brokerage fees.
Location
7429 International Drive, Holland, OH, 43528
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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
Sean is a licensed insurance agent. He also owns farm property and residential rental units through Shinaberry Properties, Shinaberry Holdings LLC, and On Main LLC, and has a small ownership stake in Creating Equity LLC, which provides passive income from Marco's Pizza distributions; each of these activities requires minimal time.
Employment History
Current Registrations
Mpm Wealth Advisors
Previous Registrations
Wrp Investments, INC.
Eplanning Advisors INC
State Registrations2 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.