DH
DH
Donald Hansen
25 Years of Experience
San Francisco, CA
2 Disclosures
Donald Hansen is a registered investment advisor at A & L Personal Business Management, LLC, based in San Francisco, CA, with 25 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $43M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$43.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
San Francisco, CA
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2024Settled
Employment Separation After Allegations
February 2024Employment History
Current Registrations
A & L Personal Business Management, LLC
July 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - March 2024 · 14 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - March 2024 · 14 yrs 5 mos
Banc of America Investment Services, INC.
March 2003 - October 2009 · 6 yrs 7 mos
Banc of America Investment Services, INC.Broker
March 2003 - October 2009 · 6 yrs 7 mos
Citigroup Global Markets INC.
October 2001 - April 2003 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
October 2001 - April 2003 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
May 1999 - November 2001 · 2 yrs 6 mos
State Registrations1 state
CA
Advisor
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.