Pamela Hannan
Pamela Hannan is a registered investment advisor at Independence Financial Advisors, LLC, based in Franklin, NH, with 19 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 2,777 clients with $460M 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 $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees negotiable for accounts over $3,000,000. Fixed-income accounts only: 0.50% for accounts over $3,000,000.
Fee Estimator
Location
402 Central Street, Franklin, NH, 03235
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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
Pamela is employed by Consolidated Life Producers, where she assists clients with analyzing and purchasing life, accident, and health insurance products. She allocates about 10-20% of her time to these insurance activities.
Employment History
Current Registrations
Independence Financial Advisors, LLC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
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.