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Stephen Hanley

16 Years of Experience
Madison, NJ

Stephen Hanley is a registered investment advisor at Hanley Capital Management, LLC, based in Madison, NJ, with 16 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $66M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$65.7M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Hanley Capital Management charges an annual fee based on a percentage of the assets they manage for you. This fee ranges from 0.125% to 0.5% per year, billed quarterly. The exact fee depends on the amount of assets managed, related accounts, and other factors at Hanley Capital Management's discretion. Fees are negotiable. The fee is debited from your account held by a qualified custodian.

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Location

30 Green Hill Road, Madison, NJ, 07940

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Hanley Capital Management, LLC
August 2009 - Present · 16 yrs 9 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.