Andrew Hansen
Andrew Hansen is a registered investment advisor at Foundations Investment Advisors LLC, based in Palm Springs, CA, with 17 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B 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 | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
777 E. Tahquitz Canyon Way, Suite 200-64, Palm Springs, CA, 92262
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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
Andrew is the President/Owner of Hansen Financial & Insurance Services, LLC, where he sells fixed insurance products, dedicating nearly full-time hours to this role. He is also the President/Owner of Hansen Logistic, Inc., working as a contracted independent service provider for FedEx Ground, spending about a quarter of his time on financial management and record keeping.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Ae Wealth Management, LLC
Summit Wealth Partners, LLC
Summit Wealth Partners, LLC
Global Financial Private Capital, LLC
Brokers International Financial Services, LLC
USA Financial Securities Corporation
M. L. Stern & CO, 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.