Hanna Sheppard is a registered investment advisor at The Wealth Alliance, LLC, based in Melville, NY, with 5 years of industry experience. Hanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,186 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WA provides investment management services where fees range from 0.25% to 1.75% of the value of your portfolio each year. The exact fee depends on the services offered, complexity, the amount you invest, and your overall relationship with WA. Fees are paid in advance each quarter.
Location
105 Broadhollow Road, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Wealth Alliance, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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