Hanna an is a CFP-designated registered investment advisor at Chicago Oakbrook Financial Group, based in Oak Brook, IL. Hanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. 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. Certain legacy client relationships may be charged according to different schedules. Managed accounts holding strictly cash or cash equivalent positions will be charged a fixed fee of 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.