Sean Meunier is a registered investment advisor at Holden Family Office, LLC, based in North Palm Beach, FL, with 2 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management. Their firm serves 60 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For investment management, Holden Family Office generally charges 1% to 2% per year of the assets they manage. This fee is calculated monthly in advance based on the average market value of your investments. There is a minimum monthly fee of $1,666.67. Fees may be negotiable.
Location
North Palm Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean is a managing member of Holden Capital, LLC and a general partner to a private fund, Holden Capital, LP, since 2019. This activity is investment-related.
Employment History
Current Registrations
Holden Family Office, LLC
State Registrations2 states
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