Hanlon Investment Management Review

Trust Score 84%
Trust Score info_outline

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 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 a blended rate between 1.75% and 1.05% for ongoing portfolio management services, depending on the size of the portfolio.


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm services over 1,000 clients


  • There is only one licensed advisor for every 2494 clients (industry average 1:50)
  • Firm has been federally registered for only 16 years
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

View Full Report

Managed Investing

Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $50,000
Minimum Annual Fee $0
Average Account AUM $137,556
Hybrid Advisor Yes
Disciplinary History No
Total AUM $1 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