Sean Moynahan
Sean Moynahan is a CFP-designated registered investment advisor at King Wealth Management Group, LLC, based in Saratoga Springs, NY, with 4 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 719 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
King Wealth Management charges a percentage of the assets they manage for investment management services. The annual fee is a maximum of 1.50%, and is negotiable. King Wealth Management may also charge a fixed fee for investment management services, which will be negotiated between King Wealth Management and the client. All accounts are subject to a minimum annual management fee of $500.00, which may be waived.
Location
270 West Circular Street, Suite 1, Saratoga Springs, NY, 12866
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean owns Sandhill Pottery, a ceramics business, since 2013. He spends a few hours per week on this activity.
Employment History
Current Registrations
King Wealth Management Group, LLC
State Registrations1 state
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