Timothy Hanson
Timothy Hanson is a CFP-designated registered investment advisor at Mcdonald Partners LLC, based in Clarksville, TN, with 14 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,170 clients with $1.3B 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 | 3.00% |
| $500K - $1.1M | 2.50% |
| $1.1M - $2.0M | 2.00% |
| $2M+ | 1.50% |
Schedule reflects maximum fees for Equity/Balanced accounts. Fixed income accounts have separate, lower tiers starting at 1.75% for the first $500K down to 0.75% for assets above $2M. Fees are subject to negotiation.
Fee Estimator
Location
Clarksville, TN
Get directionsHistory
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 Registrations4 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.
Exams
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