Hanley & Associates provides financial coaching and consulting services, including retirement and estate planning. They analyze retirement plans for companies and offer educational classes for employees. For investment management, Hanley & Associates refers clients to Matson Money, a registered investment advisor. Hanley & Associates helps clients determine appropriate investment strategies and acts as a liaison between clients and Matson Money. They also monitor investments in mutual funds and 529 plans.
Assets Under Management$20M
Clients89
Advisors2
Avg. per Client$230K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Matson Money also charges fees on the funds they manage.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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