Sean Farro
Sean Farro is a ChFC-designated registered investment advisor at Aegis Wealth Management, INC., based in Ocala, FL, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,538 clients with $180M 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 | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees are negotiable for amounts over $2.5 million. Assets managed by Portfolio Medics, LLC are subject to an annual management fee of 2.60%, with 50% retained by Portfolio Medics, LLC and the remainder paid to Aegis Wealth.
Fee Estimator
Location
Ocala, FL
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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 ActivitiesSells Insurance
Sean is an insurance representative with American Senior Benefits since 2010, selling health, life, and annuity products, taking about half of his time. He also works for Aegis Wealth Management and Transparent Wealth Management as an IAR, spending about half his time at each.
Employment History
Current Registrations
Aegis Wealth Management, INC.
Previous Registrations
Transparent Wealth Management, LLC
Brookstone Wealth Advisors, LLC
State Registrations1 state
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