Sebastian Elliot is a registered investment advisor at Your Choice Financial LLC, based in Greenwich, CT, with 5 years of industry experience. Sebastian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 126 clients with $37M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are generally negotiable. Clients in Alabama will never be charged a total management fee over 2%.
Fee Estimator
Location
Greenwich, CT
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 Activities
Sebastian is the CEO of Enlighten Interactive LLC, a software development company, dedicating a few hours per week. He also tutors finance through Wyzant.com for about 10-20% of his time and has an inactive investment company.
Employment History
Current Registrations
Your Choice Financial LLC
Previous Registrations
Rejoyce Wealth Management LLC
Leumi Investment Services INC.
State Registrations2 states
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.