Hanley & Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,266,741
Total clients
89
10% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
45
Average account size
$227,716
Client services
Fee options
$250 for Free Market Investment Analysis and Cost Analysis Report (negotiable, non-refundable once started); up to $2,500 for Free Market Fiduciary Investment Analysis (negotiable).
$0 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
Commissions earned on insurance products sold by Francis J. Hanley; no commissions on investment advisory fees.
$150.00 - $250.00 per hour (negotiable) for financial consulting services.
Account minimum: No minimum net worth or minimum portfolio requirement for financial coaching services; specific minimums for investment management not stated explicitly
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Hanley & Associates LLC
29 Wendell Ave., 2 Nd Floor
Pittsfield MA 01201, United States
Number of offices
2
Forms ADV
Quick links
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