Hansen Wealth Management offers financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. The firm manages investments primarily in no-load or low-load mutual funds and exchange-traded funds.
Assets Under Management$97M
Clients12
Advisors1
Avg. per Client$8M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$1,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.10% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
The minimum annual fee is $1,750 and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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