Hanna Financial and Tax Services is a registered investment advisor based in Bridgeville, Pennsylvania, offering investment management, tax accounting, and insurance services. Founded in 2001, the firm manages investment portfolios using Fidelity Investments as custodian and broker-dealer. Hanna Financial and Tax Services builds portfolios tailored to each client's specific goals, risk tolerance, and time horizon through an investment policy statement. The firm operates on a non-discretionary basis, meaning they discuss all portfolio changes and investment decisions with clients before making trades. In addition to investment management, the team provides income tax preparation and sells insurance products such as life insurance and annuities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are billed semi-annually in advance. Advisory services may be negotiable at certain breakpoints.