Sean Florentin is a registered investment advisor at Orion Investment CO, based in St Louis, MO, with 4 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 633 clients with $440M 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 $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Fees may be negotiable in special circumstances.
Fee Estimator
Location
7800 Forsyth Blvd., Suite 820, St Louis, MO, 63105
Get directionsHistory
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 →Employment History
Current Registrations
Orion Investment CO
Sauer, Dazey Investment CompanyBroker
State Registrations6 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.