Sheehan Financial Advisors offers personalized financial planning services, ranging from single-area plans to comprehensive plans. They also assist clients in selecting third-party investment advisor programs, determining appropriate risk levels based on client information. Sheehan Financial Advisors does not manage client assets directly but provides tools like asset allocations and portfolio monitoring.
Fee Structure
Sheehan Financial Advisors does not directly manage investments. Instead, they refer clients to third-party investment advisors. These advisors generally charge fees that are payable quarterly, in advance, based on the value of your portfolio. The specific fees and how they're calculated are detailed in the third-party advisor's brochure. Sheehan Financial Advisors receives a portion of the fees you pay to these third-party advisors as a referral fee.