Shean Fletcher is a registered investment advisor at LPL Financial LLC, based in Kansas City, MO, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1420 NW Vivion Rd, Ste 109, Kansas City, MO, 64118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shean operates Fletcher Wealth Management and Wealth KC as DBAs for his LPL business, dedicating full-time hours. He also owns Second Generation Properties LLC for real estate rental and Fletcher Tax, LLC for tax preparation, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations15 states
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