Advisor at Hanson & Doremus Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hanson & Doremus Investment Management
Location
Randolph, VT
Credentials
CFA®, Series 65
Industry experience
2 years
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.80% $1,000,000+: 0.65%
Generally $250 per hour for financial planning and consulting services.
Account minimum: $500,000 Fee-only: Investment advisory fees based on assets under management; no commissions received from product sales.
Hanson & Doremus Investment Management
2023 - Present (3 years)
Federal Reserve Bank of New York
2022 - 2023 (1 year)
Federal Reserve Bank of New York
2017 - 2022 (5 years)
Albright Capital Management
2017 - 2017 (1 year)
Federal Reserve Bank of New York
2016 - 2016 (1 year)
Johns Hopkins School of Advanced International Studies (SAIS)
2015 - 2017 (2 years)
Tuck School of Business at Darmouth
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Randolph, VT
Edward Jones
CFP®
Gaysville, VT
Financial Advisory Services
Series 65
Rochester, VT
One Day In July LLC
CFP®, Series 66
Stockbridge, VT
Flagship Harbor Advisors, LLC
Series 66
South Royalton, VT
Ameriprise
Series 63, Series 65
Pittsfield, VT
Mass Mutual Investors Services
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