Hanlon Investment Management Review


Trust Score 84%
Trust Score info_outline
Share

Hanlon Investment Management, federally registered in 2002, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 3 advisors. Hanlon Investment Management manages $1.03 billion and provides investment advisory services for 7,482 clients (1:2494 advisor/client ratio).

Hanlon Investment Management requires a $50,000 minimum investment and charges between 1.75% and 1.05% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm has $1B or more in assets under management
  • Firm does not have a disciplinary history
  • Firm services over 1,000 clients
  • Communications sent to the firm’s website are secure and encrypted
  • Firm does not accept performance-based fees

Considerations


  • Firm has been federally registered for only 16 years
  • Custodian is unknown
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • There is only one licensed advisor for every 2494 clients
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist


KEY
location_city Company Profile
pan_tool Disciplinary History
crop Conflicts of Interest


Managed Investing


Feature Value
Estimated Fees (Annual) $1,750 on a $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $50,000
Minimum Annual Fee $0
Average Account AUM $137,556
Broker-Dealer Hybrid Yes
Disciplinary History No
Total AUM $1.03 billion
Advisor / Client Ratio 1:2494
Headquarters NJ
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $499,999 1.75%
$500,000 to $999,999 1.40%
$1,000,000+ 1.05%


Questions & Answers



Get answers about Hanlon Investment Management


Ask a question question_answer


Feedback