JH

Joshua Souza Hanna

1 Year of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
463 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$2.9B

Fee Structure

Financial Plan Fee:$100 - $100,000
Hourly Rate:$100 - $500/hr

Fees for Separately Managed Accounts are negotiable, with the total annual fee being the sum of the Portfolio Management fee (0.65%) and the Advisory Services fee (negotiable). Some investments may include additional expenses. Financial planning is offered with fixed fees ($100-$100,000) or hourly fees ($100-$500). Clients are responsible for third-party fees. Inspire also receives compensation from its proprietary ETFs, ranging from 0.10% - 0.45% annually.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Inspire Investing, LLC
October 2024 - Present · 1 yr 3 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
Joshua Souza Hanna - Financial Advisor | AdvisorDiscover