Sean Mcelhaney is a CFP-designated registered investment advisor at Family Office Research, LLC, based in Bethesda, MD, with 17 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 119 clients with $580M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fee Estimator
Location
7910 Woodmont Ave, Suite 1120, Bethesda, MD, 20814
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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 Activities
Sean is the Director of Operations and Logistics for Glover Park Tour, coordinating golf outings and social events. This takes a few hours per week.
Employment History
Current Registrations
Family Office Research, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Navy Federal Brokerage Services, LLCBroker
Navy Federal Asset Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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