Timothy Hanson
Timothy Hanson is a CFP-designated registered investment advisor at Mcdonald Partners LLC, based in Clarksville, TN, with 13 years of industry experience. Their practice areas include Business Owners, Estate Planning, Retirement Planning. Their firm serves 1,347 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McDonald Partners offers investment management services. Fees vary depending on whether the account is fixed income only or equity/balanced.
Equity/Balanced Accounts:
- First $500,000: 3.00% annually
- Next $550,000: 2.50% annually
- Next $1,000,000: 2.00% annually
- Assets above $2,000,000: 1.50% annually
Fixed Income Only Accounts:
- First $500,000: 1.75% annually
- Next $550,000: 1.25% annually
- Next $1,000,000: 1.00% annually
- Assets above $2,000,000: 0.75% annually
Fees are negotiable and will not be changed without written notice. There are also fees for option trades and ACCESS accounts.
Location
Clarksville, TN
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Regulatory History (1)
Customer Dispute
March 2021Other Business Activities
Timothy is the Board Treasurer for Motor City Pride, overseeing the festival's financials. He dedicates minimal time to this activity and receives no compensation.
Employment History
Current Registrations
Mcdonald Partners LLCBroker
Mcdonald Partners LLC
Mcdonald Partners LLC
Previous Registrations
Facet
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
State Registrations2 states
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.