Advisor at FIT Financial Consulting LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Morton, WA
Credentials
CFP®, CFA®, Series 63, Series 66
Industry experience
14 years
Sean Cooper is a financial advisor at FIT Financial Consulting LLC in Morton, WA, holding CFP® and CFA® designations with 14 years of industry experience. He has operated FIT Financial Consulting since 2014. Outside of advising, he co-hosts a financial podcast and is the author of the book *The Truth About Investing: Back to Basics*. FIT Financial Consulting provides financial planning and portfolio management services to individual and high-net-worth clients, utilizing a combination of passive, Core + Satellite, and active investment strategies. The firm also offers customized portfolios and publicly shares performance results, a practice uncommon among independent advisors.
Based on FIT Financial Consulting LLC
Based on FIT Financial Consulting LLC
$0 - $50,000: 1.35% annually $50,000.01 - $100,000: 1.25% annually $100,000.01 - $500,000: 1.10% annually $500,000.01 - $1,000,000: 1.05% annually $1,000,000.01 - $2,000,000: 0.95% annually $2,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01 - $10,000,000: 0.55% annually $10,000,000.01+: 0.33% annually
$200 per hour
Account minimum: $300,000 for Specialty Portfolio; $1,500,000 for Customized Portfolios; no minimum for other services Fee-only: Hourly fee of $200 per hour billed in 10-minute increments; retainer engagements available for ongoing advice at hourly fee
Morton, WA
Colorado · Washington
FIT Financial Consulting LLC
2014 - Present (12 years)
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Is not active or affiliated with:
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Lawyer
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Real estate agent
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Other specialized services
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