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Sean Horn

10 Years of Experience
2 DisclosuresSells Insurance

Sean Horn is a registered investment advisor at American Elite Advisory, based in Crowley, TX, with 10 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 73 clients with $20M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
73 clients
Average Client Portfolio
$276K average
Assets Under Management
$20.1M

Fee Structure

Investment management only (planning not offered)

American Elite Advisory charges different fees depending on the investment platform used:

  • Separately managed accounts: 2% annually (negotiable)
  • AssetMark Trust Company: 1.10% annually (negotiable)
  • American Funds: 1% annually (not negotiable)
  • Jackson National Life Insurance Company (annuities): Up to 1.5% annually (negotiable)
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Location

Crowley, TX

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History

Regulatory History (2)
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Financial
August 2019
Final
Criminal
November 2011
Final Disposition
Other Business ActivitiesSells Insurance

Sean works as a mortgage notary closer since 2016, dedicating a few hours per week. He also sells non-variable insurance products and is part-time closer for Partners Escrow and Title, Inc. Sean is also the owner of A.S.H. Enterprises, LLC, a tax vehicle for his spouse's business.

Employment History
Current Registrations
American Elite Advisory
June 2020 - Present · 5 yrs 10 mos
Previous Registrations
Oneamerica Securities, INC.
January 2017 - April 2020 · 3 yrs 3 mos
Oneamerica Securities, INC.Broker
December 2015 - April 2020 · 4 yrs 4 mos
State Registrations5 states
ARFLMOTXVA
Advisor

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.

Exams
No exam information available for this advisor.