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Chester Hansen

27 Years of Experience
Trinity, TX
BrokerSells Insurance

Chester Hansen is a registered investment advisor at Ameritas Advisory Services, LLC, based in Trinity, TX, with 27 years of industry experience. Chester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:None

Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:

  • Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
  • Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
  • Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
  • Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
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Location

Trinity, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Chester is licensed as an independent insurance agent to sell fixed insurance products.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 6 mos
Ameritas Investment Company, LLCBroker
July 2002 - Present · 23 yrs 10 mos
Previous Registrations
Ameritas Advisory Services
June 2013 - November 2021 · 8 yrs 5 mos
Oneamerica Securities, INC.Broker
March 2001 - July 2002 · 1 yr 4 mos
American United Life Insurance CompanyBroker
March 2001 - December 2001 · 9 mos
Ameritas Investment CORP.Broker
June 2000 - March 2001 · 9 mos
Sunamerica Securities, INC.Broker
February 1999 - June 2000 · 1 yr 4 mos
State Registrations14 states
ALAZCAFLMAMIMONCNVOHSCTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Chester Hansen - Financial Advisor | TrueAdvisor