Hanlon Investment Management Review

Hanlon Investment Management, founded 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.

Managed Investing

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Trust Score

Annual Management Fee Percent
$0 to $499,999 1.75%
$500,000 to $999,999 1.40%
$1,000,000+ 1.05%
Feature Value
Estimated Fees (Annual) $1,750 on a $100,000 portfolio
Annual Management Fee Details 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

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