Hanson & Doremus Investment Management, headquartered in Burlington, VT, is a well-established local investment advisory firm with a reputation for excellence. With over 320 individual clients and an impressive $606,366,000 in assets under management, they have earned the trust and confidence of their clients.
Although 401K and individual accounts represent less than 30% of their assets under management, Hanson & Doremus Investment Management possesses the expertise and capability to effectively manage employer funds. A remarkable 95% of the assets they manage are discretionary, indicating their clients' confidence in the firm's ...
See more
Loading...
Assets Under Mgmt
$606.37M
Investment Professionals
7
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals or newsletters
Other: ROBOADVISORY SERVICE, AND ALSO PROVIDE SUBADVISORY SERVICES TO ANOTHER INVESTMENT ADVISER
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.