Sean Orick is a registered investment advisor at Strategic Wealth Partners, LTD., based in St Pertersburg, FL, with 25 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,778 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Wealth Partners (SWP) manages investment portfolios for clients, charging an annual fee based on the value of the assets managed. The fees range from 0.20% to 2.00% depending on the size and complexity of the account. The fee percentage decreases as the account size increases. Fees are negotiable and may be charged at a flat rate. Fees are typically paid quarterly in advance, based on the value of the assets at the end of the previous quarter.
Location
111 Second Avenue NE, Suite 204, St Pertersburg, FL, 33701
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Regulatory History (1)
Criminal
December 1996Other Business Activities
Sean is an investment advisor representative (IAR) with Resources Investment Advisors, Inc., dedicating full-time hours to this role. He is also a partner at Retirement Partner Advisors, a retirement plan consulting firm, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Strategic Wealth Partners, LTD.
Previous Registrations
Onedigital
Triad Advisors LLCBroker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Adviseme National Advisors
Financial Telesis INCBroker
Asset Advisors of America, LLC
Securities Research, INC
Securities Research, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.