Hanna Financial and Tax Services (HFTS) offers investment management, tax preparation, and insurance services. HFTS uses Fidelity Investments as its custodian and broker-dealer. HFTS creates an Investment Policy Statement to help clients diversify their portfolios based on their needs, risk tolerance, and suitability requirements. HFTS is a non-discretionary firm, meaning clients are involved in all investment decisions. Fees for financial consultations are included in the annual fee for investment services. Tax preparation and insurance commissions are separate.
Assets Under Management$14M
Clients75
Advisors1
Avg. per Client$190K
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Advisory service fees may be negotiable at certain breakpoints.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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