Advisor at Portside Wealth Group, LLC
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Firm
Portside Wealth Group, LLC
Location
Richfield, OH 44286
Credentials
Series 66
Industry experience
12 years
Sean Heney is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Suncrest Advisors, TownSquare Capital, and MassMutual Life Insurance Company. Heney is also a partner and financial planner at Allegis Advisors and Suncrest Advisors, where he is involved in insurance-related business activities. Portside Wealth Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and pension consulting, emphasizing tailored management through model portfolios, sub-advisers, and third-party money managers.
Based on Portside Wealth Group, LLC
Based on Portside Wealth Group, LLC
Project fees for financial planning range from $100 to $10,000 depending on complexity; general consulting available at an annual flat rate, negotiable.
0% to 2% annually (negotiable, varies by account size, services, and complexity)
Certain advisory persons are registered representatives and insurance agents and receive commissions separately from advisory fees.
$150 to $350 per hour for financial planning services, negotiable.
Fee-only: Portfolio management fees are fee-only (no commissions) but some associated persons receive commissions separately for insurance and securities sales.
3807 Brecksville Road Unit 1
Richfield, OH 44286
Arizona · Ohio · Texas
Portside Wealth Group
2023 - Present (3 years)
The Leaders Group Inc
2023 - Present (3 years)
Suncrest Advisors
2022 - Present (4 years)
TownSquare Capital
2022 - 2023 (1 year)
DFPG Investments, LLC
2022 - 2023 (1 year)
MML INVESTORS SERVICES
2017 - 2022 (5 years)
MassMutual life Insurance Company
2017 - 2022 (5 years)
Northwestern Mutual Wealth Management Company
2016 - 2017 (1 year)
Northwestern Mutual Investment Services, LLC.
2016 - 2017 (1 year)
Northwestern Mutual Life Insurance Company
2016 - 2017 (1 year)
Northwestern Mutual investment Services LLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Akron, OH
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Intelligent Capital Management LLC
Series 63, Series 65
Solon, OH
WRK Investments, LLC
Series 63, Series 65
Brecksville, OH
Jaras Financial Services, Inc.
Series 65
Akron, OH
Priority Investment Management LLC
CFA®, Series 65
Solon, OH
Private Harbour Investment Management & Counsel LLC.
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