Christopher Hansen is a CFP-designated registered investment advisor at Financial Rounds, based in Cincinnati, OH, with 23 years of industry experience. Christopher 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 188 clients with $210M 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 | 1.25% |
| $250K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Clients who also sign up for flat fee financial planning can get a 0.25% reduction in investment management fees.
Fee Estimator
Location
4555 Lake Forest Drive, 650 Westlake Center, Cincinnati, OH, 45242
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Christopher is the CEO of Personal Choice Tax, LLC, providing tax preparation services, and a member of CRMD Properties, LLC, managing a rental property. Both activities require minimal time and are not investment-related.
Employment History
Current Registrations
Financial Rounds
State Registrations4 states
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