Sean Emory is a registered investment advisor at Avory & CO., based in Miami, FL, with 9 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. Their firm serves 77 clients with $380M 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 | 1.50% |
Fees may vary among clients based on the allocation of assets and are subject to negotiation. A minimum monthly fee of $500 may be charged, but can be waived at Avory & Co.'s discretion. Performance-based fees may be negotiated with qualified clients.
Fee Estimator
Location
Miami, FL
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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
Avory & CO.
State Registrations3 states
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