How does the advisor help clients – Key Takeaways:
Dan Hassey Investment Advisory provides comprehensive financial planning and personalized investment management services to help clients meet their financial goals.
Their holistic approach takes into account a client’s entire financial situation, including financial goals, risk tolerance, and timeline, to create a customized plan that is tailored to each individual.
Facts and Insights
With over 20 years of experience in the financial industry, Dan Hassey has helped numerous clients navigate the complexities of the financial world and achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $100 million |
|---|---|
| Number of Advisors: | 2 |
| Time in Business: | 20 years |
Financial Services Offered
Dan Hassey Investment Advisory offers a wide range of financial services, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Solutions
Client Types
Dan Hassey Investment Advisory works with a diverse range of clients, including:
- Individuals
- Families
- Business Owners
- High-Net-Worth Individuals
- Retirees
Fees & Compensation
Dan Hassey Investment Advisory operates on a fee-only basis, meaning they do not receive commissions or compensation from outside sources. Their fees are structured as a percentage of assets under management, ensuring that their interests are aligned with their clients’.
Their fee structure is as follows:
| Assets Under Management | Annual Fee |
|---|---|
| $0-$500,000 | 1.25% |
| $500,000-$1 million | 1.00% |
| $1 million-$5 million | 0.75% |
| $5 million+ | 0.50% |
Background
Dan Hassey has been in the financial industry for over 20 years and has a breadth of knowledge and experience in helping clients achieve their financial goals. He holds the following qualifications:
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA®)
- Series 65 License
Financial Advisor Disclosures to Know
Dan Hassey and his team at Dan Hassey Investment Advisory are committed to transparency, and as such, they have no disciplinary history to report. They prioritize their clients’ interests and adhere to a strict code of ethics and professional standards.