Hafnia Financial provides investment management services where they make investment decisions for you. They also offer limited financial planning as part of their investment management service, but don't provide standalone financial plans. They invest primarily in mutual funds and exchange-traded funds. The firm does not act as a sponsor and does not provide investment advice to a bundled fee program.
Assets Under Management$49M
Clients141
Advisors2
Avg. per Client$350K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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