Sean Easterly is a CFP-designated registered investment advisor at Bcwm, based in Overland Park, KS, with 11 years of industry experience. Their practice areas include High Net Worth, Investment Management. Their firm serves 364 clients with $600M 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 | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
14221 Metcalf Ave, Suite 201, Overland Park, KS, 66223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bcwm
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations1 state
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