Sean Cooper
Sean Cooper is a CFA, CFP-designated registered investment advisor at Fit Financial Consulting LLC, based in Morton, WA, with 14 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 40 clients with $6.8M 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 $50K | 1.35% |
| $50K - $100K | 1.25% |
| $100K - $500K | 1.10% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.33% |
Fees may be discounted for associates and their family members, as well as pre-existing accounts. The firm receives a portion of the total advisory fee for consultation services, ranging from 0.33% to 1.35% from the total advisory fee assessed for third-party investment manager programs.
Fee Estimator
Location
Morton, WA
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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 ActivitiesSells Insurance
Sean has been an independent insurance agent since 2008, dedicating minimal time to this activity. He also authored a book on investing and co-hosts a financial podcast, spending a few hours per week on the podcast.
Employment History
Current Registrations
Fit Financial Consulting LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations2 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.