Hansen & Associates Financial Group offers investment management and financial consulting services to help clients achieve their financial goals. As a legally required fiduciary, Hansen & Associates Financial Group always acts in the client’s best interest. The firm offers comprehensive financial planning, consulting services, and portfolio management. For clients with at least $300,000, portfolio management includes financial planning and consulting.
Assets Under Management$230M
Clients556
Advisors4
Avg. per Client$410K
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management (also available separately)
Hansen & Associates Financial Group manages investment portfolios for clients, using exchange traded funds and other securities. The annual fee for managing your investments ranges from 0.80% to 2.60% of the value of your portfolio. The specific fee will be outlined in your agreement.
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