Sean Moore is a CFP-designated registered investment advisor at Moore Wealth, based in Frederick, MD, with 7 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 204 clients with $160M 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 | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Moore Wealth manages some accounts in which the asset management fees are other than the percentages noted above. These clients joined Moore Wealth through previous financial advisory practice purchase/merger.
Fee Estimator
Location
50 Carroll Creek Way, Suite 335, Frederick, MD, 21701
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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 owns Sean Moore LLC and is a co-owner, partner, and director of operations at Moore Wealth, LLC, both established to facilitate securities, advisory, and insurance business. He spends minimal time on Sean Moore LLC and full-time hours on Moore Wealth, LLC.
Employment History
Current Registrations
Moore Wealth
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations2 states
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