Hanson Investment Management Inc is a large advisory firm based in Burlington. It manages $173.65 million of regulatory assets for 661 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 5 other states.
Hanson Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Hanson Investment Management: assets under management
The assets under management (AUM) of Hanson Investment Management Inc is $173.65 million. The firm's AUM has grown by 178% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $147.51 million in discretionary accounts and $26.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $235.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $768.54 thousand.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Hanson Investment Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
