William Hansen is a registered investment advisor at Bdc Investment Advisors, LLC, based in Palm Desert, CA, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $7.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BDC Investment Advisors charges a percentage of your account each year, plus a cut of the profits. The annual fee is 2% of the account value, charged monthly. In addition, the firm takes 20% of the profits earned each year, after covering any losses from previous years.
Location
74670 Candlewood Street, Palm Desert, CA, 92660
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Regulatory History
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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William is involved with Southland Capital Partners, LLC, acquiring private companies for investment, spending a few hours per week. He is also involved with Hansen Capital, responsible for marketing and negotiating with buyers or lenders, dedicating minimal time.
Employment History
Current Registrations
Bdc Investment Advisors, LLC
State Registrations1 state
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.