Sean Mcdougle
Sean Mcdougle is a CFP-designated registered investment advisor at Nest Financial LLC, based in Austin, TX, with 13 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, High Net Worth, Investment Management. Their firm serves 70 clients with $31M 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 $500K | 1.25% |
| $500K - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees may be negotiable. An estate transfer fee of 3% of the portfolio value is charged upon transfer to beneficiaries, but may be waived or negotiated.
Fee Estimator
Location
5540 N Lamar Blvd, Austin, TX, 78756
Get directionsHistory
Regulatory History (1)
Financial
August 2016Other Business ActivitiesSells Insurance
Sean is affiliated with Nest Financial LLC, a Registered Investment Advisor. He also sells fixed annuities, life insurance, disability insurance, and long-term care insurance.
Employment History
Current Registrations
Nest Financial LLC
Previous Registrations
Union Capital CompanyBroker
360 Wealth Management, LLC
LPL Financial LLCBroker
MML Investors Services, LLCBroker
AXA Advisors, LLCBroker
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.