Sean
Koscho
Base Wealth Management
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About this Advisor
Sean Koscho is a financial advisor based in Sarasota, Florida, working with Base Wealth Management. Sean has previously held positions at Primerica Financial Services, Pfs Investments Inc, Cardinal Mooney High School, Sarasota County Fire Department, Intervest International, Inc, Intervest International Equities Corporation, and Base Wealth Management, LLC. Sean has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Sean is part of Base Wealth Management, which operates out of Sarasota, Florida. The firm has 10 employees and manages assets totaling $213.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Base Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Base Wealth Management Brokerage Details
$213,827,000
10
1,619
$132,074
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sean Koscho Work History
Base Wealth Management, LLC
Sarasota County Fire Department
Intervest Internationa, Inc
Intervest International Equities Corporation
Primerica Financial Services
Pfs Investments Inc
Cardinal Mooney High School
Disclosures
Please visit the SEC profile of Sean Koscho to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Base Wealth Management
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
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