Sean Mcevilly is a CFA-designated registered investment advisor at Vistamark Investments, based in Pheonix, AZ, with 8 years of industry experience. 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 4 clients with $26M 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 | 1.25% |
In certain circumstances, Vistamark Investments may charge fees on a monthly basis, utilize flat-fee pricing, or apply other customized fee structures as agreed upon with clients.
Fee Estimator
Location
2801 E Camelback Road Suite 200, Pheonix, AZ, 85016
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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 →Employment History
Current Registrations
Vistamark Investments
Previous Registrations
Crescent Capital
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Securities, LLCBroker
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.