Sean Horn
Sean Horn is a registered investment advisor at American Elite Advisory, based in The Villages, FL, 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 Annuities, High Net Worth, Investment Management. Their firm serves 73 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Rate shown is for separately managed accounts (2.0% annual fee, negotiable). Other program rates apply: AssetMark at 1.10%, American Funds at 1.0%, and Jackson National annuities up to 1.5%.
Fee Estimator
Location
The Villages, FL
Get directionsHistory
Regulatory History (2)
Financial
August 2019Criminal
November 2011Other Business ActivitiesSells Insurance
Sean works as a mortgage notary closer since 2016, dedicating a few hours per week. He also sells non-variable insurance products and is part-time closer for Partners Escrow and Title, Inc. Sean is also the owner of A.S.H. Enterprises, LLC, a tax vehicle for his spouse's business.
Employment History
Current Registrations
American Elite Advisory
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
State Registrations5 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
More Advisors
- Ronald Caruso, CFP, ChFCAmeriprise Financial Services, LLC
- Charles Thompson, CFP, ChFCRaymond James & Associates, INC.
- Kyle Horsley, CFPLPL Financial LLC
- Michael Whitaker, ChFCNfsg Corporation
- Nicholas Govola, CFPLPL Financial LLC
- Michael Barber, ChFCBarber & Associates