Marc Hansen
Marc Hansen is a CFP-designated registered investment advisor at Jpl Asset Management and Planning, LLC, based in Newark, DE, with 27 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 360 clients with $89M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees are negotiable. Factors affecting the fee include account size, types of assets, previous fees paid, and qualified vs. non-qualified account.
Fee Estimator
Location
262 Chapman Road, Suite 201-A, Newark, DE, 19702
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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 ActivitiesSells Insurance
Marc is the trustee of his parents' revocable trust. He is also an independent insurance agent in Wilmington, DE, selling fixed insurance products since 2001.
Employment History
Current Registrations
Jpl Asset Management and Planning, LLC
Previous Registrations
LPL Financial Corporation
State Registrations5 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.