Sean Muhlstein
Sean Muhlstein is a CFP-designated registered investment advisor at Voya Financial Advisors, INC., based in Los Angeles, CA, with 20 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B 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 $250K | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.35% |
| $2.0M - $5.0M | 2.10% |
| $5.0M - $10.0M | 2.05% |
| $10M+ | 2.00% |
Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.
Fee Estimator
Location
8700 Beverly Blvd Suite 1631A, Los Angeles, CA, 90048
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Sean is a writer, self-publishing short stories and essays on Amazon Kindle, and a community educator for the Opera League of Los Angeles. Sean is also an independent insurance agent selling fixed insurance products, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations9 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.
Exams
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