Donald Hance
Donald Hance is a CFP-designated registered investment advisor at Glenmore Financial, INC, Lifesighted, based in Hermosa Beach, CA, with 18 years of industry experience. Donald 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 4 more. Their firm serves 38 clients with $32M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Clients with an ongoing comprehensive planning relationship may have a portion of their assets (up to $500,000, $750,000, or $1,000,000) managed at 0% depending on their planning fee.
Fee Estimator
Location
Hermosa Beach, CA
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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 Activities
Donald works as a seasonal tax preparer at Tristar Income Tax Service since 2010, dedicating about 250 hours per year during tax season. Approximately 120 of those hours occur during securities trading hours.
Employment History
Current Registrations
Glenmore Financial, INC, Lifesighted
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
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