Andrew Hahn
Andrew Hahn is a ChFC-designated registered investment advisor at Hahn Financial Services, LLC, based in Canon City, CO, with 26 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 102 clients with $16M 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 | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.50% |
Fees are negotiable for amounts over $1,000,000.
Fee Estimator
Location
Canon City, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2023Other Business ActivitiesSells Insurance
Andrew is the owner and insurance agent/producer at Hahn Financial Services, offering fixed indexed annuities, long-term care, term, and whole life policies. He spends about half of his time on insurance activities and a significant amount of time on investment-related activities.
Employment History
Current Registrations
Hahn Financial Services, LLC
Previous Registrations
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
Hahn Financial Services, LLC
Madison Avenue Securities, INC.
Madison Avenue Advisors, INC.
Hahn Financial Services, LLC
Linsco/private Ledger CORP.
State Registrations1 state
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.