Sean Dwyer is a CFA, CFP-designated registered investment advisor at Overture Wealth Management, based in Conshohocken, PA, with 22 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, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9 clients with $7.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Management services at Overture Wealth Management include investment management. The firm charges a flat annual fee for these services, ranging from $5,000 to $15,000, paid quarterly. The fee depends on the client's specific needs, complexity, time, research, and resources required. Fees are negotiable.
Contact
Sean Dwyer
Location
Conshohocken, PA
Get directionsHistory
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
Overture Wealth Management
Previous Registrations
Sage Financial Group INC.
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
UBS Financial Services 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.