Robert Hanna is a registered investment advisor at Eastsound Capital Advisors, LLC, based in Medfield, MA, with 6 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 263 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Eastsound Capital Advisors' investment management fees are negotiable, ranging up to 1.95% annually, depending on client needs and investment strategy complexity. Fees are paid monthly or quarterly, in advance or arrears. Clients can terminate the agreement with ten days' written notice. ECA may also utilize third-party investment managers, with fees established and payable according to their disclosure documents.
Location
10 Boyden Road, Medfield, MA, 02052
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the sole owner of Quantifiable Edges, LLC, where he spends about 60% of his time on quantitative research and strategy development. He also owns Hanna Capital Management, LLC, a holding company providing administrative payment processing services, dedicating minimal time to this endeavor.
Employment History
Current Registrations
Eastsound Capital Advisors, LLC
State Registrations2 states
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