Sean Green is a CFP-designated registered investment advisor at Rose Wealth, LLC, based in Lubbock, TX, with 13 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 36 clients with $5.9M 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 | 1.75% |
Annual fees are no greater than 1.75%. If utilizing a third-party manager, total combined fees will not exceed 2.3% per year. Accounts also incur a $7 per month fee. Fees are negotiable.
Fee Estimator
Location
7103 82nd Street, Lubbock, TX, 79424
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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 a managing member/attorney at Green Law, PLLC, providing estate planning, business formation, probate, and real estate-related services. Sean spends significantly more than full-time on this activity.
Employment History
Current Registrations
Rose Wealth, LLC
Previous Registrations
Lonestar Registered Investment Advisors, PLLC
Brokersxpress LLC
A. G. Edwards & Sons, INC.
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.
Exams
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