Jon-Michael Carrick is a registered investment advisor at Hanson Financial Group, based in DeLand, FL, with 2 years of industry experience. Jon-Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Hanson Financial Group charges a $495 initial setup fee. After that, clients pay a quarterly management fee based on the value of their portfolio. The fee is deducted from the client's account. The fee schedule is:
- $0-$50,000: $150 per quarter
- $50,001-$100,000: $250 per quarter
- $100,001-$250,000: $350 per quarter
- $250,001-$500,000: $450 per quarter
- $500,001-$1,000,000: $500 per quarter
- Over $1,000,000: $750 per quarter
These fees are negotiable.
Location
DeLand, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon-Michael is the Director of Alta Peaks, Inc., an investment holding company, and spends minimal time on administrative work. The company previously sold market research reports but has been inactive in that market recently.
Employment History
Current Registrations
Hanson Financial Group
State Registrations1 state
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