David Yelle
David Yelle is a registered investment advisor at Hansen & Associates Financial Group INC., based in Roseville, CA, with 11 years of industry experience. David 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 556 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hansen & Associates Financial Group manages investment portfolios for clients, using exchange traded funds and other securities. The annual fee for managing your investments ranges from 0.80% to 2.60% of the value of your portfolio. The specific fee will be outlined in your agreement.
Location
2271 Lava Ridge Court, Suite 195, Roseville, CA, 94661
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2010Criminal
December 1980Employment History
Current Registrations
Hansen & Associates Financial Group INC.
Previous Registrations
Princor Financial Services Corporation
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.