Sean Duffy is a registered investment advisor at Copeland Capital Management, LLC, based in Conshohocken, PA, with 1 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 1,983 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fee schedule represents the Smid Cap Dividend Growth strategy. Other strategies have different fee schedules. Fees are negotiable.
Fee Estimator
Location
161 Washington Street, Suite 1325, Conshohocken, PA, 19428
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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.
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Sean works as an internal wholesaler for Copeland Capital Management, LLC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Copeland Capital Management, LLC
Vigilant Distributors, LLCBroker
State Registrations1 state
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