HB
HB

Hanane Bouchareb

6 Years of Experience
Davenport, IA
Broker

Hanane Bouchareb is a registered investment advisor at M1 Finance, based in Davenport, IA, with 6 years of industry experience. Hanane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.35%

M1 reserves the right to negotiate, reduce, or waive the advisory fee for certain client accounts.

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

Davenport, IA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Hanane does consulting work for Greenwood Project, a non-profit that develops coursework for students entering the workforce. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
M1 Finance
June 2024 - Present · 1 yr 11 mos
M1 Finance LLCBroker
May 2019 - Present · 7 yrs
M1 Finance LLC
May 2019 - Present · 7 yrs
Previous Registrations
M1 Finance
March 2020 - December 2023 · 3 yrs 9 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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.