Sean Balliet is a CFP-designated registered investment advisor at Cora Capital Advisors, based in Marlton, NJ, 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 668 clients with $590M 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 | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor. For Clients with less than $100,000 in assets under management, there is a minimum fee of $1000 per household subject to the Advisor’s Discretion.
Fee Estimator
Location
4 Eves Drive, Suite B100, Marlton, NJ, 08053
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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.
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Sean is a partner at Baratz & Associates, P.A., a certified public accounting firm, since 2013. He dedicates nearly full-time hours to tax planning, preparation, and compliance.
Employment History
Current Registrations
Cora Capital Advisors
State Registrations1 state
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