Sean Chrysostom is a registered investment advisor at Wealthcare Financial Group, INC., based in Bowie, MD, 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, Investment Management, and 1 more. Their firm serves 130 clients with $28M 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 $5.0M | 2.50% |
| $5M+ | 2.50% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Location
Bowie, MD
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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 is the President of Car 1, LLC, a used car sales and tag/title business, and a Financial Wellness Coach for Operation Hope, working with low to moderate income individuals. Both activities take about half of Sean's time each.
Employment History
Current Registrations
Wealthcare Financial Group, INC.
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.