Sean Gelt is a registered investment advisor at Hafnia Financial, INC., based in San Diego, CA, with 1 years of industry experience. Sean 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 (2)
Criminal
May 1988Criminal
January 1988Other Business Activities
Sean is involved with Gelt Business Group/LDA Document Services, where he writes wills, estates, trusts, and provides marital mediation. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Hafnia Financial, INC.
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.