Hannah Shink is a registered investment advisor at Financial Institution Services, LLC, based in Minneapolis, MN, with 1 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 332 clients with $260M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are generally not negotiable, but may be in some limited circumstances. Clients may be subject to a different, lower fee schedule in effect at the time of their initial engagement with the firm.
Fee Estimator
Location
Minneapolis, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Institution Services, LLC
State Registrations1 state
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