Donald Hance is a CFP-designated registered investment advisor at Glenmore Financial, INC., based in Hermosa Beach, CA, with 11 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Middle Income, and 2 more. Their firm serves 42 clients with $28M 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 | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
If the client is also engaged in an Ongoing Comprehensive Planning Relationship, up to $1,000,000 may be managed at 0%. The annual investment management fee is negotiable.
Fee Estimator
Contact
Donald Hance
Location
Hermosa Beach, CA
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 →Other Business Activities
Donald works as an Associate Wealth Advisor at Navigoe, LLC, a financial planning and investment advisory firm, since 2014. He spends nearly full-time creating and communicating financial planning strategies for the firm's clients.
Employment History
Current Registrations
Glenmore Financial, INC.
Previous Registrations
Navigoe, LLC
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.
Exams
Additional Information
Glenmore Financial provides these services as part of a comprehensive planning process: