Hanna an
Hanna an is a CFP-designated registered investment advisor at Chicago Oakbrook Financial Group, based in Oak Brook, IL, with 1 years of industry experience. Hanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,380 clients with $1.2B 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable based on account size and relationship. Accounts holding strictly cash or cash equivalents are charged up to 0.40% annually.
Fee Estimator
Location
903 Commerce Drive,, Suite 300, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History (2)
Financial
April 2020Financial
September 2019Employment History
Current Registrations
Chicago Oakbrook Financial Group
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.
Exams
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