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Hanley & Associates LLC

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

Pension consulting Selection of other advisers Educational seminars or workshops Financial coaching

Fee options

Fixed

$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).

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%

Commissions

Commissions earned on insurance products sold by Francis J. Hanley; no commissions on investment advisory fees.

Project-based

$150.00 - $250.00 per hour (negotiable) for financial consulting services.

Other

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

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