Advisor at Dan Hassey Investment Advisory
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Firm
Dan Hassey Investment Advisory
Location
Banning, CA
Credentials
Series 63, Series 65
Industry experience
8 years
Dan Hassey is the sole advisor at Dan Hassey Investment Advisory in Banning, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at McIntosh Capital Advisors, Inc. from 2015 to 2023 before founding his independent advisory firm. Dan Hassey Investment Advisory provides discretionary investment management services exclusively to individual clients, focusing on retirees and those nearing retirement. The firm emphasizes safety and income through portfolios primarily composed of dividend-paying stocks, ETFs, and mutual funds, and employs a combination of top-down economic analysis, bottom-up valuation, detailed dividend assessment, and option strategies to manage income and risk.
Based on Dan Hassey Investment Advisory
$0 - $1,250,000: 1% $1,250,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.40%
Account minimum: $50,000
Banning, CA
California
Dan Hassey Investment Advisory
2023 - Present (3 years)
McIntosh Capital Advisors, Inc.
2015 - 2023 (8 years)
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