Marci Hansen
Marci Hansen is a registered investment advisor at Hamilton Point Investment Advisors, LLC, based in Chapel Hill, NC, with 11 years of industry experience. Marci operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 252 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Hamilton Point retains the discretion to negotiate or waive certain fees on a client-by-client basis.
Fee Estimator
Location
1450 Environ Way, Chapel Hill, NC, 27517
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hamilton Point Investment Advisors, LLC
Previous Registrations
Founders Financial Alliance, LLC
LPL Financial LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Ncf Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.