SM
SM

Sean Mccormack

3 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
13 clients
Average Client Portfolio
$135K average
Assets Under Management
$1.8M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M+0.75%

Fees may be negotiable.

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

Brooklyn, NY

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Sean is involved in data analytics for SHFuse, Inc.

Employment History
Current Registrations
Cornbelt Financial, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Cornbelt Financial, LLC
March 2022 - December 2023 · 1 yr 9 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.