Sean Joiner
Sean Joiner is a registered investment advisor at Bull Harbor Capital LLC., based in Isle of Palms, SC, with 10 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 912 clients with $340M 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 $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
Isle of Palms, SC
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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 is a managing member of Brookland Equity Group, LLC and Sean Joiner, both rental income businesses, and a member of Financial Benefits Consulting, LLC, a group benefits and group insurance sales company, and Transition Overwatch, LLC, a veteran placement company. He also serves as Co-Executive Director of FFG Cares, Inc., a charitable foundation.
Employment History
Current Registrations
Bull Harbor Capital LLC.
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations53 states
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