Adams-Hansen & Associates helps clients design and implement income plans, minimize taxes and fees, and manage risk. They also design, monitor, and rebalance portfolios using Modern Portfolio Theory. They offer investment management services on a discretionary or non-discretionary basis and financial planning services, which may include advice on tax planning, estate planning, and retirement planning. Financial and investment plans are tailored to specific needs.
Assets Under Management$64M
Clients80
Advisors3
Avg. per Client$800K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $9.0M | 0.60% |
| $9M+ | 0.40% |
Fees are negotiable. Institutional clients are charged either an agreed upon annual fee or 0.4% for defined contribution plans.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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