Sean Ohagan is a CFP-designated registered investment advisor at The Advocate Group, LLC, based in Minnetonka, MN, with 12 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 394 clients with $810M 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 | 0.95% |
| $2M+ | 0.75% |
At The Advocate Group’s discretion, The Advocate Group can reduce its standard fee or elect to charge a flat fee. Each client’s specific fee arrangement is negotiable and will be determined based on factors such as, but not limited to, the total assets under management, the number of accounts managed, the client’s financial situation, and the client’s overall relationship with The Advocate Group.
Fee Estimator
Location
601 Carlson Parkway, Suite 1100, Minnetonka, MN, 55305
Get directionsHistory
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 works as an insurance agent in Minnesota since January 2023, selling various insurance products. This activity takes about a quarter of his time and is investment-related.
Employment History
Current Registrations
The Advocate Group, LLC
Previous Registrations
LPL Financial LLC
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.