Hansa Investments provides investment advice and financial planning to individuals and high-net-worth individuals. Hansa offers portfolio management based on individual client goals and risk tolerance. Hansa also provides pension consulting services to employee benefit plans. Financial planning covers investment planning, insurance, tax concerns, retirement, college, and debt/credit planning.
Assets Under Management$24M
Clients11
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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