Jan Gleisner
Jan Gleisner is a registered investment advisor at Hafnia Financial, INC., based in San Diego, CA, with 23 years of industry experience. Jan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 141 clients with $49M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Location
12544 High Bluff Drive, Suite 200, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Regulatory
September 2016Other Business ActivitiesSells Insurance
Jan is licensed as an independent insurance agent and sells insurance products for a commission. This activity requires a few hours per week.
Employment History
Current Registrations
Hafnia Financial, INC.
Previous Registrations
Hermes Econometrics
Belvedere Asset Management, LLC
Mercury Securities, LLCBroker
Belvedere Asset Management, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Eplanning Securities, INC.Broker
Eplanning Advisors INC
Genworth Financial Securities CorporationBroker
Genworth Financial Advisers Corporation
Capital Brokerage CorporationBroker
State Registrations3 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.