Sean Ohagan
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 Charitable Giving, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 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% |
Standard fee schedule spans from 0.35% to 0.95%. Fees are negotiable and can be reduced or charged as a flat fee at the firm's discretion. Clients with $3,000,000 or more receive financial planning included.
Fee Estimator
Location
701 Carlson Parkway, Suite 520, 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.
Exams
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