Sean Butler is a registered investment advisor at Skb Advisory, LLC, based in Houston, TX, with 7 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 17 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SKB Advisory charges a percentage of your portfolio value each year for investment management. There are two fee schedules, one based on an agreement with CPS Investment Advisors and another standard schedule.
If based on the CPS agreement, the fees are:
- First $3M: 1.50% per year
- $3,000,001 - $5,000,000: 1.00% per year
- Over $5,000,001: 0.75% per year
If not based on the CPS agreement, the fees are:
- $0 - $100,000: 1.35% per year
- $100,000 - $500,000: 1.25% per year
- $500,001 - $1,000,000: 0.90% per year
- $1,000,000 and Above: 0.75% per year
The fees are calculated based on the value of your portfolio at the end of the previous quarter and are paid in advance each quarter.
Location
1035 Dairy Ashford Rd, Suite 315, Houston, TX, 77079
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 →Other Business Activities
Sean owns Sean K Butler, CPA, LLC, providing accounting services and tax preparation since 2010. He dedicates full-time hours to managing the business.
Employment History
Current Registrations
Skb Advisory, LLC
Previous Registrations
Hd Vest Investment ServicesBroker
State Registrations1 state
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.