Sean Holly
Sean Holly is a registered investment advisor at Belpointe Asset Management LLC, based in Mansfield, MA, with 20 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7,604 clients with $7.6B 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 | 2.50% |
Advisory fees are negotiable and can be structured as a flat fee, fixed rate percentage, linear fee percentage, or tiered fee percentage, up to a maximum annual rate of 2.50%.
Fee Estimator
Location
Mansfield, MA
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Sean co-owns AHG Realty LLC, a real estate venture, dedicating minimal time to it. Sean also works as an insurance broker, selling insurance through various carriers, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Belpointe Asset Management LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, 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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