Nathan G. Hanna, LLC provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to guide investment selection. The firm also offers financial planning services covering areas like investment planning, insurance, taxes, retirement, college, and debt management. Nathan G. Hanna, LLC generally limits its money management to mutual funds, equities, bonds, fixed income, ETFs, real estate, REITs, insurance products including annuities, and government securities.
Assets Under Management$31M
Clients143
Advisors2
Avg. per Client$220K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.10% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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