Sebastien Gilles
Sebastien Gilles is a CFP-designated registered investment advisor at Van Clemens Wealth Management, LLC, based in Tampa, FL, with 4 years of industry experience. Sebastien is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 616 clients with $470M 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 | 2.00% |
Annual fees are up to 2% of assets under management and are negotiable. RBC wrap programs range from 0.10% to 0.45%. Certain third-party strategist fees may apply in addition.
Fee Estimator
Location
3001 N. Rocky Pt. Dr. E, Ste. 200, Tampa, FL, 33607
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 ActivitiesSells Insurance
Sebastien is a financial consultant at Florida Financial Advisors (RIA) and a registered representative at Trinity Wealth Securities, dedicating full-time hours to each. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Van Clemens Wealth Management, LLC
Van Clemens & CO. IncorporatedBroker
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
State Registrations7 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.
Exams
More Advisors
- Charles Poe, CFAGrand Central Investment Group, LLC
- Kenneth Remsen, CFPUSAA Investment Services Company
- Larry Parkin, CFPHb Wealth
- James Vondrak, CFP, ChFC
- Mark Maurer, CFPCapital Investment Advisory Services, LLC
- Madeleine Muldoon, CFPStrategic Wealth Investment Group, LLC