Sean Gelston is a CFA-designated registered investment advisor at Vii Capital Management LLC, based in Stamford, CT, with 9 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 55 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VII Capital charges a management fee based on a fixed annual rate multiplied by the average net liquidation value of your account. The annual rate is either 1.0% or 1.5%, depending on whether you choose to pay a performance fee in addition to the management fee. These rates are negotiable and may differ from client to client.
Location
700 Canal Street, Stamford, CT, 06902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vii Capital Management LLC
State Registrations3 states
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