Sean
Koscho
Base Wealth Management
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About this Advisor
Sean Koscho is a financial advisor working out of Sarasota, Florida who has 1 year of industry experience. Koscho is on the advisory team at Base Wealth Management. Throughout their career, they have worked at Intervest Internationa, Inc, Intervest International Equities Corporation, Base Wealth Management, LLC, Primerica Financial Services, Pfs Investments Inc, Cardinal Mooney High School and Sarasota County Fire Department. Koscho has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Base Wealth Management is a financial advisory business that has its headquarters in Sarasota, FL. It administers $107 million in assets between its 1,020 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,020 client accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually are based on the type of services offered. Fees charged by Base Wealth Management likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Base Wealth Management Brokerage Details
$107,217,000
5
1,020
$105,115
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sean Koscho Work History
Sean has been registered as a financial advisor for 1 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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