Sean Sternbach is a registered investment advisor at Cloud Capital, based in Seattle, WA, with 3 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 86 clients with $190M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Advisory fees may be negotiated, lowered, or waived for family, friends, or based upon the complexity level of the client situation.
Fee Estimator
Location
450 Alaskan Way S, Suite 200, Seattle, WA, 98104
Get directionsHistory
Regulatory History (1)
Regulatory
April 2025Other Business Activities
Sean is the Managing Partner of Community Access Fund, a venture capital fund, spending about 10-20% of his time on this. He is also the Co-Founder of Venture Out Startups, LLC, a business startup fund and educational services, dedicating minimal time to this.
Employment History
Current Registrations
Cloud Capital
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.