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Sean Mcmullen

17 Years of Experience
Brentwood, TN
1 DisclosureBroker

Sean Mcmullen is a registered investment advisor at Blackrock Investment Management, LLC, based in Brentwood, TN, with 17 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 Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 10,859 clients with $680B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
674 advisors
Number of Clients
10,859 clients
Average Client Portfolio
$62.3M average
Assets Under Management
$676.7B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.65%
$1.0M - $3.0M0.60%
$3.0M - $10.0M0.45%
$10.0M - $25.0M0.40%
$25.0M - $50.0M0.30%
$50M+0.25%

Rates reflect general equity strategies. Fixed income strategies have separate tiered schedules starting at 0.35% down to 0.15%. Other specialized strategies have flat rates ranging from 0.10% to 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Brentwood, TN

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History

Regulatory History (1)
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Criminal
November 2009
Final Disposition
Employment History
Current Registrations
Blackrock Investment Management, LLC
September 2010 - Present · 16 yrs 1 mo
Blackrock Investments, LLC
August 2010 - Present · 16 yrs 2 mos
Blackrock Investments, LLCBroker
August 2010 - Present · 16 yrs 2 mos
Previous Registrations
J.p.morgan Securities INC.Broker
October 2008 - February 2009 · 4 mos
J.P. Morgan Securities INC.Broker
August 2007 - October 2008 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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Sean Mcmullen - Financial Advisor | TrueAdvisor