Sean Burr
Sean Burr is a registered investment advisor at Centaurus Financial, INC., based in West Hills, CA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
8501 Fallbrook Avenue, Suite #220, West Hills, CA, 91304
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2023Customer Dispute
July 2022Other Business Activities
Sean owns and operates Memories, Inc., a direct sales clothing business, dedicating about 10-20% of his time. He also works as an assistant manager at V.S. Associates (full-time) and as a counterman/phone consultant/salesperson at Johnny's Autoparts (minimal time).
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations23 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.