Alan Hansen is a registered investment advisor at Global Assets Advisory, LLC, based in Kamas, UT, with 17 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,376 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GAA's investment advisory fees are based on a percentage of the value of your portfolio, up to 3.00% annually. The exact fee is negotiated between you and your advisor. The fee may be paid monthly or quarterly, in advance or after services are provided. In addition to GAA's fee, you may pay transaction fees and internal management fees on mutual funds and exchange-traded funds.
Location
228 State Road 248, Suite 2A, Kamas, UT, 84036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is an Investment Advisor Representative (IAR) with Global Assets Advisory, LLC, dedicating about 10-20% of his time to this role. He also serves as a trustee for HAPCO Financial Group Trust (nearly full-time) and The Alene Trust (a few hours per week).
Employment History
Current Registrations
Global Assets Advisory, LLC
International Assets Advisory, LLC
International Assets Advisory, LLCBroker
Previous Registrations
International Assets Investment Management, LLC
Global View Capital Management, LTD
Purshe Kaplan Sterling InvestmentsBroker
Transamerica Financial Advisors, INCBroker
World Group Securities, 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.