James Hanna
James Hanna is a registered investment advisor at Capstone Investment Group, based in San Antonio, TX, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 568 clients with $180M 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 $250K | 1.85% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.75% |
Investment Advisor Financial Advisors may negotiate with client certain adjustments to our regular fee schedule.
Fee Estimator
Location
2634 Kerrybrook Ct., Suite 106, San Antonio, TX, 78230
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2019Customer Dispute
August 2018Regulatory
July 2005Other Business ActivitiesSells Insurance
Hanna Wealth Advisors is James's DBA for his insurance agency business. James is an insurance agent and owner, dedicating about half of his time to the agency.
Employment History
Current Registrations
Capstone Investment Group
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, 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.