Sean Swierczewski is a registered investment advisor at Class Vi Family Office, LLC, based in Denver, CO, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 201 clients with $1.5B 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 | 1.00% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and the client. In certain circumstances, our fees may be negotiated.
Fee Estimator
Location
255 Fillmore Street, Suite 500, Denver, CO, 80206
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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 →Other Business Activities
Sean owns and operates All Season Wash Co. LLC, a car detailing service. He manages the company's operations, dedicating about 10-20% of his time to this business.
Employment History
Current Registrations
Class Vi Family Office, LLC
Previous Registrations
Class Vi Family Office, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 states
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