Kelly Hahn is a ChFC-designated registered investment advisor at Hahn Financial Group, based in Sioux Falls, SD, with 20 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,861 clients with $190M 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual Fee may be negotiable based on the amount of assets, the investments to be utilized and the complexity of the account. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1000 E. 41st St., Sioux Falls, SD, 57105
Get directionsHistory
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 ActivitiesSells Insurance
Kelly is an insurance agent with Hahn Financial Group, Inc. since 2006, dedicating a few hours per week. Kelly also owns rental property through Hahn Holdings/Hahn Holding I & II, LLC, spending minimal time collecting rent, paying bills, and maintaining records.
Employment History
Current Registrations
Hahn Financial Group
Previous Registrations
Oneamerica Securities, INC.
Thrivent Investment Management INC.
State Registrations2 states
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