EH
EH

Elizabeth Hansen

10 Years of Experience
West Newton, MA

Elizabeth Hansen is a registered investment advisor at Righthand Capital, LLC, based in West Newton, MA, with 10 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 107 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
107 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$124.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $10.0M0.60%
$10M+0.40%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

19 Randlett Park, West Newton, MA, 02465

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Righthand Capital, LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
August 2021 - February 2023 · 1 yr 6 mos
UBS Financial Services INC.Broker
August 2021 - February 2023 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2020 - June 2021 · 9 mos
Morgan Stanley
December 2013 - January 2020 · 6 yrs 1 mo
Morgan StanleyBroker
November 2013 - January 2020 · 6 yrs 2 mos
State Registrations3 states
MANVTX
Advisor

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
No exam information available for this advisor.