Sean Healy is a CFA-designated registered investment advisor at Parnassus Investments, LLC, based in San Francisco, CA, with 16 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $46B 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 $200.0M | 0.40% |
| $200.0M - $400.0M | 0.35% |
| $400M+ | 0.30% |
The above fee schedule applies to Parnassus Core Equity, Parnassus Growth Equity, and Parnassus Value Equity strategies. For Parnassus Mid-Cap Equity and Parnassus Mid-Cap Growth Equity strategies, the fee is 0.45% on the first $200 million, 0.40% on amounts between $200 million and $400 million, and 0.35% on amounts above $400 million. Parnassus Investments reserves the right to negotiate fees at its discretion.
Fee Estimator
Location
1 Market Street, Suite 1600, San Francisco, CA, 94105
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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.
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Sean is a VP of Institutional Relations at Parnassus Investments, dedicating full-time hours to investment sales. He also serves on the Town of Marion Finance Committee, advising on budgets and capital spending, which takes minimal time.
Employment History
Current Registrations
Parnassus Investments, LLC
Parnassus Funds Distributor, LLC
Parnassus Funds Distributor, LLCBroker
Previous Registrations
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations52 states
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