PH
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Patrick Hanley
2 Years of Experience
Pittsfield, MA
2 Disclosures
Patrick Hanley is a registered investment advisor at Hanley & Associates LLC, based in Pittsfield, MA, with 2 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 89 clients with $20M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
89 clients
Average Client Portfolio
$228K average
Assets Under Management
$20.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Matson Money also charges fees on the funds they manage.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
29 Wendell Ave., 2nd Floor, Pittsfield, MA, 01201
Get directionsHistory
Regulatory History (2)
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Financial
December 2020Final
Financial
September 2019Final
Employment History
Current Registrations
Hanley & Associates LLC
September 2023 - Present · 2 yrs 8 mos
State Registrations3 states
CTMANY
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.