Sean Shannon is a CFA, CFP-designated registered investment advisor at Monograph Wealth Advisors, LLC, based in Manhattan Beach, CA, with 12 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 197 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monograph Wealth Advisors generally charges less than 1% annually of the value of your portfolio for investment advisory services. This fee is typically deducted quarterly, based on the average daily value of your investments during the previous quarter. There is a minimum annual fee of $85,000, which may be reduced or waived at Monograph's discretion. In some cases, Monograph may charge a fixed annual fee instead of a percentage of your portfolio, ranging from $100,000 to $1,000,000, charged quarterly in advance.
Location
1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean is a member of Libretto, LLC, providing software and strategy improvements, dedicating minimal time. He is also President & Secretary of Shannon Family Inc., an S-corp holding his financial interests, requiring minimal time.
Employment History
Current Registrations
Monograph Wealth Advisors, LLC
Previous Registrations
Lourdmurray
State Registrations2 states
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