RH
RH

Ricki Eugene Hanna

13 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningInsurance PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
183 clients
Average Client Portfolio
$274K average
Assets Under Management
$50.2M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K+0.75%

Fees are negotiable depending on various factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4722 Main St., Lisle, IL, 60532

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Asset Strategies, INC
December 2023 - Present · 2 yrs 2 mos
Chicago Capital Management Advisors, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Asset Strategies, INC
January 2013 - December 2024 · 11 yrs 11 mos
Edward Jones
January 2010 - March 2010 · 2 mos
State Registrations6 states
CAFLGAILINOH
Advisor
Exams
No exam information available for this advisor.