Sarah Sealey
Sarah Sealey is a CFP-designated registered investment advisor at Navy Federal Investment Services, LLC, based in San Diego, CA, with 31 years of industry experience. Sarah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,424 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.85% |
Total fees vary depending on the specific third-party manager and program selected. Fees range across programs from roughly 1.07% to 1.34% for the first tier, decreasing for larger balances.
Fee Estimator
Location
9999 Willow Creek Road, San Diego, CA, 92131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sarah co-owns and co-manages a real estate rental property, dedicating minimal time. She is also an active owner of Hacienda Adobe Vineyards, involved in agriculture and farming sales of grapes, taking about 10-20% of her time.
Employment History
Current Registrations
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Previous Registrations
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Fiserv Investor Services, INC.Broker
Westfin Securities CorporationBroker
Asb Financial ServicesBroker
Wells Fargo Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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