Sean Kenmore
Sean Kenmore is a CFP-designated registered investment advisor at Affinity Capital Advisors LLC, based in Berkeley, CA, with 17 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 503 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The maximum annual fee charged for Comprehensive Portfolio Management will not exceed 1.75%. Fees are negotiable.
Fee Estimator
Location
825 Page Street, Berkeley, CA, 94710
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business Activities
Sean is involved in several real estate ventures, including working as a real estate broker for Insight Realty Partners and Newberry1, LLC, and managing real estate holdings through multiple LLCs. These activities take a few hours per week to about 10-20% of his time.
Employment History
Current Registrations
Affinity Capital Advisors LLC
Previous Registrations
Morgan Stanley
Edward Jones
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.