James P Hanson Accountancy Corporation offers investment advisory services, including monitoring current investments, providing advice on repositioning investments, and advice on new investments. They also maintain tax cost basis and tax gain and loss records. These services are provided through consultations tailored to the specific needs of the client.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
James P Hanson Accountancy Corporation provides investment advisory services through consultations, billed at an hourly rate of $300. This rate is negotiable. Agreements for a maximum fee for a particular service may be entered into. Payment is due at the time of service or, with mutual agreement, within 30 days after billing.
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