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Andrew Bonneville Hacker

Ballentine Partners

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About Andrew Bonneville Hacker

Andrew Bonneville Hacker is an Investment Advisor Representative who has been in the industry since 2013. Andrew is currently registered with Ballentine Partners in Massachusetts and Florida. Andrew has been with Ballentine Partners since 2016, and has held various roles at the firm, including Investment Advisor Representative and Financial Advisor. Andrew has a strong track record of success in the financial services industry and is committed to providing his clients with personalized financial advice and guidance. Andrew is a Chartered Financial Analyst (CFA) and holds the Series 65 designation. Andrew's specializations include Financial Planning, Portfolio Management, Educational Seminars and Selection of Other Advisers.

Firm Information

Andrew Hacker is currently registered with Ballentine Partners. Ballentine Partners is an investment advisor headquartered in Waltham, MA. The firm manages over $10 billion in assets for high-net-worth individuals, charitable organizations, and pooled investment vehicles. Services include financial planning, portfolio management, and selection of other advisors.
Ballentine Partners

230 3RD AVENUE

WALTHAM, MA 02451

$10.77B

Assets Under Management

19

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Project fees

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Andrew Hacker’s Registration & Firm History

MA

01/13/2017 - Present

Ballentine Partners (Waltham MA)

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Licenses & Designations

IA

Issued 01/13/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Bonneville Hacker.
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