Sean Rumrill
Sean Rumrill is a registered investment advisor at Verita Strategic Wealth Partners, LLC, based in San Francisco, CA, with 1 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Verita Strategic Wealth Partners charges an annual percentage fee based on the value of your investments. The exact fee is negotiated with each client and can be up to 1.5% per year. Some clients may have a minimum quarterly fee or flat fee structures. Clients also pay fees charged by other financial institutions and third parties, such as sub-advisors and fund managers.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Verita Strategic Wealth Partners, LLC
Previous Registrations
Ieq Capital, LLC
Epiq Capital Group, LLC
State Registrations1 state
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