SL
CFA
SL
CFA

Sean Lawless

5 Years of Experience
New York, NY

Sean Lawless is a CFA-designated registered investment advisor at Ars Investment Partners, LLC, based in New York, NY, with 5 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 380 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
380 clients
Average Client Portfolio
$7.1M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $21.0M1.00%
$21M+1.00%

Fees vary by strategy. The schedule shown reflects the ARS Core Equity, Focused Opportunities, and Tactical Asset Allocation strategies. Other strategies have different fee schedules ranging from 0.35% to 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

529 Fifth Avenue, Suite 500, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Ars Investment Partners, LLC
September 2021 - Present · 5 yrs 1 mo
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
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