Donald Hance is a CFP-designated registered investment advisor at Glenmore Financial, INC., 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $28M 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% |
If the client is also engaged in an Ongoing Comprehensive Planning Relationship, up to $1,000,000 may be managed at 0%. The annual investment management fee is negotiable.
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.
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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.
State Registrations1 state
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