Sean Barrett
Sean Barrett is a registered investment advisor at Advisornet Wealth Partners, based in Minnetonka, MN, with 9 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,712 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.
Location
110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305
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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 an investment advisory representative at AdvisorNet Financial Inc., an SEC-registered investment advisory firm, dedicating full-time hours. He also sells life, disability, annuities, and long-term care insurance as an insurance agent, and works as a financial planner for Advanced Retirement Resources Inc., also dedicating full-time hours.
Employment History
Current Registrations
Advisornet Wealth Partners
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, 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.