Sean Sebold is a CFP-designated registered investment advisor at Sebold Capital Management, INC, based in Lisle, IL, with 27 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 207 clients with $330M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Minimum quarterly billing of $5,250 applies ($21,000 annually). Grandfathered provisions may apply.
Fee Estimator
Contact
Sean Sebold
Location
2443 Warrenville Road, Suite 150, Lisle, IL, 60532
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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 →Employment History
Current Registrations
Sebold Capital Management, INC
Previous Registrations
Sebold Capital Management, INC
State Registrations1 state
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Exams