Jamison Hanson Advisors provides personalized investment management and financial planning services for individuals, trusts, retirement plans, and businesses. The firm builds diversified portfolios primarily using no-load mutual funds and exchange-traded funds based on Modern Portfolio Theory, with a focus on passive asset classes and long-term strategies. For fixed income investments, Jamison Hanson Advisors may utilize third-party independent managers. The firm also offers financial planning that covers personal records, cash flow, education funding, tax strategies, retirement projections, estate planning, and divorce considerations. Additionally, Jamison Hanson Advisors utilizes third-party technology to manage held-away assets such as retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees and account minimums may be negotiable under certain circumstances. Existing clients may be grandfathered under prior fee schedules.