Advisor at Alpine Private Wealth
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Firm
Alpine Private Wealth
Location
Saint Louis, MO 63105
Credentials
Series 66
Industry experience
4 years
Sean Toohey is a financial advisor at Alpine Private Wealth with four years of industry experience. He holds the Series 66 designation and has worked previously at Cetera Advisor Networks, Renaissance Financial Corp, and TD Ameritrade. Alpine Private Wealth provides investment advisory and wealth management services to individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm primarily manages client portfolios through discretionary mandates and a sub-adviser model, combining affiliated and non-affiliated sub-advisers to implement core strategies.
Based on Alpine Private Wealth
Based on Alpine Private Wealth
Family Office Services may be flat fees, negotiated based on services rendered
$0 - $10 million: 0.60% (Core Separate Accounts - Equity) $10 million - $20 million: 0.45% (Core Separate Accounts - Equity) $20 million+: 0.35% (Core Separate Accounts - Equity) $0 - $10 million: 0.35% (Core Separate Accounts - Fixed) $10 million - $20 million: 0.30% (Core Separate Accounts - Fixed) $20 million+: 0.25% (Core Separate Accounts - Fixed) $0 - $10 million: 0.35% (Mutual Funds & Limited Partnerships) $10 million - $20 million: 0.30% (Mutual Funds & Limited Partnerships) $20 million+: 0.25% (Mutual Funds & Limited Partnerships)
Account minimum: $3,000,000 Minimum fee: $18,000 minimum annual fee Fee-only: Wealth Planning Fee of $333/month ($4,000/year) for Emerging Wealth Clients, phased out between $2,000,000 and $3,000,000 AUM
190 Carondelet Plaza, Suite 1300
Saint Louis, MO 63105
Missouri
Alpine Private Wealth
2024 - Present (2 years)
Cetera Advisor Networks Llc
2023 - 2024 (1 year)
Cetera
2023 - 2024 (1 year)
Renaissance Financial Corp
2021 - 2023 (2 years)
Minnesota Life Insurance Co
2021 - 2023 (2 years)
Securian Financial Services Inc
2021 - 2023 (2 years)
TD Ameritrade
2020 - 2021 (1 year)
Saint Louis University
2019 - 2020 (1 year)
Prima Distribution
2019 - 2019 (1 year)
Omaha Country Club
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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 65
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Series 63, Series 66
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Integra Wealth Advisors
Series 63, Series 65
Chesterfield, MO
S.P. Parkin & Co
PFS™, Series 63, Series 65
Saint Louis, MO
Michael Piper, LLC
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