Sean Neel
Sean Neel is a CFP-designated registered investment advisor at Buttonwood Capital Management (bcm), based in Scottsdale, AZ, with 10 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 351 clients with $310M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | Included |
Fees are customized for accounts over $25,000,000.
Fee Estimator
Location
17550 North Perimeter Drive, Suite 100, Scottsdale, AZ, 85255
Get directionsHistory
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 a broker/registered representative of LPL Financial and may receive commissions for selling securities and insurance products. He also provides investment advisory services through Buttonwood Capital Management, LLC, dedicating nearly full-time hours to this activity, and is a Notary Public.
Employment History
Current Registrations
Buttonwood Capital Management (bcm)
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Edward Jones
Edward JonesBroker
Edward JonesBroker
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.