Sean Heney
Sean Heney is a registered investment advisor at Portside Wealth Group, LLC, based in Provo, UT, with 12 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, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
3507 N University Ave, Suite 150, Provo, UT, 84604
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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 partner and financial planner at Allegis Advisors and Suncrest Advisors since 2022, also working in the insurance business at both firms, dedicating full-time hours to each. He is also an Investment Advisor Representative at Portside Wealth Group since 2023, focusing on financial planning and investment advisory, spending about 10-20% of his time there.
Employment History
Current Registrations
Portside Wealth Group, LLC
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Dfpg Investments, LLCBroker
Townsquare Capital, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
LPL Financial LLCBroker
Securities America, INC.Broker
Cetera Advisor Networks LLCBroker
Walnut Street Securities, INC.Broker
State Registrations9 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.