Hanson & Doremus Investment Management is a full-service registered investment advisor based in Burlington, Vermont, originally formed in 1995. The firm builds and manages customized investment portfolios for individuals, families, trusts, estates, retirement plans, and charitable organizations on a discretionary basis. Hanson & Doremus combines professional portfolio management with ongoing financial planning and consulting services. Their investment approach includes both active strategies—using bottom-up fundamental research to select individual stocks and bonds—and passive strategies utilizing low-cost index funds and exchange-traded funds. The firm also offers standalone investment-related consulting services on an hourly basis. Hanson & Doremus generally requires a minimum household account size of $1 million, though this minimum is negotiable based on various factors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.25% |
Fees and account minimums are negotiable based on objective and subjective factors such as asset amount, portfolio composition, scope of engagement, and related accounts.