Sean Abbey is a CFA-designated registered investment advisor at Vail Valley Asset Management, LLC, based in Jupiter, FL, 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, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 39 clients with $3.3M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Location
Jupiter, FL
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 is the Founder and CEO of Convex Capital Group, LLC, a holding company formed to pursue acquisitions of lower middle market private companies, since 2021. This activity takes about 10-20% of Sean's time.
Employment History
Current Registrations
Vail Valley Asset Management, LLC
State Registrations2 states
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.