Adams-hansen & Associates

Adams-Hansen & Associates is an independent financial advisory firm established in Minnetonka, MN. The firm specializes in designing and implementing intelligent income plans to minimize taxes and fees while controlling risk. They utilize Modern Portfolio Theory (MPT) to monitor, rebalance, and reallocate portfolios. The firm offers investment supervisory services on a discretionary basis, tailored to client objectives such as capital preservation, income, growth, or a combination. Adams-Hansen manages client accounts primarily through a brokerage account established with a custodian. The firm charges fees based on a percentage of assets under management, with a negotiable fee schedule. Clients may impose restrictions on investments, and there is no specific account minimum, although new accounts are generally advised to be over $25,000. Investment strategies include utilizing mutual funds, ETFs, bonds, and CDs based on risk tolerance and financial goals. The firm does not engage in performance-based fees and does not receive external compensation for the sale of securities to clients. Adams-Hansen acts as a fiduciary and does not have any disciplinary actions against them. Clients are encouraged to review the full brochure for detailed information on the firm's practices and services.