SS
CFA · CFP
SS
CFA · CFP

Sean Michael Shannon

12 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
197 clients
Average Client Portfolio
$13.1M average
Assets Under Management
$2.6B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$85,000
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Location

1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Sean is a member of Libretto, LLC, providing software and strategy improvements, dedicating minimal time. He is also President & Secretary of Shannon Family Inc., an S-corp holding his financial interests, requiring minimal time.

Employment History
Current Registrations
Monograph Wealth Advisors, LLC
February 2016 - Present · 10 yrs
Previous Registrations
Lourdmurray
September 2012 - July 2015 · 2 yrs 10 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.