Sean O'higgins
Sean O'higgins is a CFP-designated registered investment advisor at Ohiggins Asset Management INC, based in Miami Beach, FL, with 19 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 75 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 0.25% per quarter for Income (predominantly bond) accounts and 0.25% per quarter for the MOAR Strategy options, which annualizes to 1%.
Fee Estimator
Location
Miami Beach, FL
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Regulatory History (1)
Criminal
September 2000Employment History
Current Registrations
Ohiggins Asset Management INC
Previous Registrations
Ameriprise Financial Services, INC.Broker
C. L. King & Associates, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
American Portfolios Financial Services, INC.Broker
Putnam Retail Management Limited PartnershipBroker
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.