Sean Turner is a registered investment advisor at Masdevallia LLC, based in Youngstown, OH, 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 Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 8 clients with $3.3M 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 | 0.75% |
Fees are non-negotiable.
Fee Estimator
Location
Youngstown, OH
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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.
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Sean works full-time as a Customer Account Level 5 at Comcast. He will not offer any Comcast services to clients of Masdevallia, LLC, and this activity is not investment-related.
Employment History
Current Registrations
Masdevallia LLC
State Registrations2 states
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