Sean Mcmahon is a registered investment advisor at Kennedy Capital Management, based in St Louis, MO, with 11 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 213 clients with $5B 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 $30.0M | 1.25% |
| $30M+ | 1.00% |
Fees vary by investment strategy. The schedule shown reflects the Micro-Cap strategy. Other strategies have different breakpoints and fee percentages ranging from 0.55% to 1.25%.
Fee Estimator
Location
10829 Olive Boulevard, Suite 100, St Louis, MO, 63141
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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 Activities
Sean is a partner in Rye Not, LLC, a liquor production holding company, since 2015, requiring minimal time commitment. Sean also owns rental property managed by a third party since 2021, also requiring minimal time.
Employment History
Current Registrations
Kennedy Capital Management
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.
Exams
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