Robert Hansen
Robert Hansen is a ChFC-designated registered investment advisor at Adams-Hansen & Associates, based in Minnetonka, MN, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 80 clients with $64M 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $9.0M | 0.60% |
| $9M+ | 0.40% |
Fees are negotiable. Institutional clients are charged either an agreed upon annual fee or 0.4% for defined contribution plans.
Fee Estimator
Location
13911 Ridgedale Drive, Suite 170, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (3)
Regulatory
September 2012Customer Dispute
March 2011Customer Dispute
September 2010Employment History
Current Registrations
Adams-Hansen & Associates
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Workman Securities Corporation
Workman Securities CorporationBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations2 states
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.