Sean Kelly
Sean Kelly is a CFP-designated registered investment advisor at Navy Federal Investment Services, LLC, based in Oak Harbor, WA, with 13 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,406 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navy Federal Investment Services (NFIS) offers investment management through various third-party portfolio managers. Fees are calculated as a percentage of the assets managed and do not exceed 1.75% annually. The exact fee varies depending on the services provided, the parties involved, and the types of investments. Different clients in the same program may pay different fees. NFIS also offers a Digital Investor Automated Portfolios product for a fixed fee of $3.50 per month.
Location
32885 State Route 20, Oak Harbor, WA, 98277
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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.
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Sean owns rental property in Rancho Cucamonga, CA, dedicating minimal time to it monthly since March 2023. He also serves as a Sponsorship Coordinator for AYSO Region 65, spending minimal time per month updating the organization's website.