Nathan Hanna
Nathan Hanna is a registered investment advisor at Nathan G. Hanna, LLC, based in Palm Harbor, FL, with 18 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 143 clients with $31M 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 | 1.20% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.10% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
2706 Alt. 19N., Suite 206, Palm Harbor, FL, 34683-2641
Get directionsHistory
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
Nathan is a managing member of Hanna Insurance Services, LLC, selling insurance. This activity requires minimal time.
Employment History
Current Registrations
Nathan G. Hanna, LLC
Previous Registrations
American Portfolios Advisors, INC
State Registrations3 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.