Sean Bieker is a registered investment advisor at Veritas Wealth Advisors, based in Reno, NV, with 5 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 371 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.35% |
| $750K - $2.5M | 1.25% |
| $2.5M - $4.5M | 1.15% |
| $4.5M - $7.5M | 1.05% |
| $7.5M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Schedule reflects High Dividend Portfolio Management, ETF Portfolio, or Separately Managed Accounts. Individually Managed Accounts use a lower schedule starting at 1.00% and dropping to 0.50%. Fees are negotiable.
Fee Estimator
Location
140 West Huffaker Lane, Ste 510, Reno, NV, 89511
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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
Veritas Wealth Advisors
LPL Financial LLCBroker
Previous Registrations
Veritas Wealth Advisors
LPL Financial LLCBroker
Franklin/templeton Distributors, INC.Broker
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.
Exams
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