Michael Hansen
Michael Hansen is a registered investment advisor at True Purpose Advisors, LLC, based in Ashland, OR, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 12 clients with $1.2M 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 $500K | 1.48% |
| $500K - $1.0M | 1.38% |
| $1.0M - $4.0M | 1.08% |
| $4M+ | 0.98% |
Fee Estimator
Location
Ashland, OR
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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
Michael sells life insurance through True Purpose Advisors, LLC, where he is CEO/CCO, dedicating about 10-20% of his time to this activity. He also owns and operates ProfitMax Professionals, LLC, a business consulting business, spending nearly full-time hours on this endeavor.
Employment History
Current Registrations
True Purpose Advisors, LLC
Previous Registrations
Retirement Asset Managers, INC.
True Purpose Advisors, LLC
Park Avenue Securities LLC
Morgan Stanley
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.