EH
EH

Elisa Hanson

6 Years of Experience
Marengo, IL

Elisa Hanson is a registered investment advisor at Black Barn Financial, LLC, based in Marengo, IL, with 6 years of industry experience. Elisa 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 5 more. Their firm serves 154 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
154 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$164.6M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $5.0M0.95%
$5.0M - $25.0M0.65%
$25M+0.35%

Fees are negotiable and billed quarterly in advance. The minimum annual fee is $7,500.

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

Marengo, IL

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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
Black Barn Financial, LLC
December 2019 - Present · 6 yrs 10 mos
State Registrations2 states
ILTX
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.
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