Sean Mcclay is a registered investment advisor at Stm Asset Management LLC, based in Fairhope, AL, 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 Investment Management, Retirement Planning. Their firm serves 500 clients with $53M 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% |
Fees are negotiable. There is a minimum annual fee of $100 per client account. STM Asset Management LLC's fees are not to exceed 2% if special exception is made to the minimum size of capital requirement.
Fee Estimator
Location
Fairhope, AL
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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
Stm Asset Management LLC
Previous Registrations
Edward Jones
State Registrations3 states
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