RH
RH

Richard Hahn

26 Years of Experience
Galena, IL

Richard Hahn is a registered investment advisor at Benchmark Capital Group LTD., based in Galena, IL, with 26 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 166 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
166 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$173.6M

Fee Structure

Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee is subject to negotiation based on the amount of assets to be managed. Alternatively, a fixed quarterly fee may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

228 N. Bench Street, Galena, IL, 61036

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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
Benchmark Capital Group LTD.
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Hahn Securities, INC.
January 2006 - December 2011 · 5 yrs 11 mos
Hahn & Viox Investment Advisory, INC.
August 1999 - December 2005 · 6 yrs 4 mos
State Registrations2 states
ILTX
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.