Sean Moynahan
Sean Moynahan is a CFP-designated registered investment advisor at King Wealth Management Group, LLC, based in Saratoga Springs, NY, with 4 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, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 719 clients with $1.1B 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 | 1.50% |
The annual fee is a maximum of 1.50% and is negotiable depending on the market value of the assets and the services rendered. Subject to a $500 minimum annual management fee.
Fee Estimator
Location
270 West Circular Street, Suite 1, Saratoga Springs, NY, 12866
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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 Sandhill Pottery, a ceramics business, since 2013. He spends a few hours per week on this activity.
Employment History
Current Registrations
King Wealth Management Group, LLC
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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