Sean Kuehl is a registered investment advisor at Pandi, LLC, based in Kansas City, MO. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pandi charges fees for investment management services, which include advisory services, trade entry, investment supervision, and account maintenance. These fees are either hourly or fixed, as agreed upon in the client agreement. The specific fee may vary based on the size of the account, complexity of the portfolio, and extent of activity. Pandi may recommend an independent sub-adviser to manage all or a portion of a Client’s portfolio. In those circumstances, the Sub-Advisor manages the assets based upon the parameters provided by Pandi. The Sub-Advisor for the portfolio may have higher or lower fees than other programs available through Pandi or available elsewhere.
Location
300 Wyandotte Street, Suite 301, Kansas City, MO, 64105
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 →Employment History
Current Registrations
Pandi, LLC
State Registrations3 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.