Hanson Street
Hanson Street is a registered investment advisor at Shelter Wealth Strategies, LLC, based in Houston, TX, with 12 years of industry experience. Hanson 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 38 clients with $140M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees may be waived, adjusted, reduced or negotiated at Shelter's discretion. Fees are generally paid quarterly in advance.
Fee Estimator
Location
1400 Post Oak Blvd, Suite 450, Houston, TX, 77056
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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
Hanson is an affiliate of Sage Settlement Consulting via his company Street Settlements, LLC, working as a settlement planner and insurance agent. He is also the owner and settlement planner for Street Settlements, LLC, and the Director of Business Development for The James Street Group, LLC, focusing on marketing. Each of these activities takes about a quarter of Hanson's time.
Employment History
Current Registrations
Shelter Wealth Strategies, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Greystone Advisory Group LLC
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, 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.