Troy Hanson is a registered investment advisor at Kdhh Investments LLC, based in West Bend, WI, with 25 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning. Their firm serves 25 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are charged by Wells Fargo Advisors at 1.25% of assets under management. KDHH receives 25% of this fee, and Wells Fargo Advisors retains 75%. Fees are not negotiable.
Fee Estimator
Location
627 Elm St, West Bend, WI, 53095
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 →Employment History
Current Registrations
Kdhh Investments LLC
State Registrations1 state
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
More Advisors
- Carey Wolf, ChFCLPL Financial LLC
- Justin Krueger, CFPClient First Investment Management LLC
- Jack Meurer, CFANuance Investments, LLC
- Nathan Westphal, CFPWells Fargo Advisors
- William Gomilla, CFPLPL Financial LLC
- Lisa Hammer, CFPWells Fargo Advisors