Hanson Financial Group offers investment advisory services, managing portfolios based on clients' goals using a tactical allocation strategy. They use various securities and recommend redistributing investments to diversify portfolios. The firm does not provide custodial services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Hanson Financial Group charges a $495 initial setup fee. After that, clients pay a quarterly management fee based on the value of their portfolio. The fee is deducted from the client's account. The fee schedule is:
- $0-$50,000: $150 per quarter
- $50,001-$100,000: $250 per quarter
- $100,001-$250,000: $350 per quarter
- $250,001-$500,000: $450 per quarter
- $500,001-$1,000,000: $500 per quarter
- Over $1,000,000: $750 per quarter
These fees are negotiable.
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