G

GNH CHFC Advisory Services

Updated today

Client AUM

$0

Clients

2

Advisors

1

of 1 employees

About

The firm refers prospective clients to third‑party registered investment advisers that operate pooled vehicles, managed account programs, and other institutional strategies rather than directly managing client assets itself. It gathers information about a prospective client’s financial situation and risk tolerance to recommend an appropriate third‑party program.

The firm does not provide adviser‑directed portfolio management or financial planning; instead it supplies Solicitor Disclosure Documents and the selected managers’ Form ADV Part 2 brochures (for example, SEI Investments Management Corporation, MRM Group, and CLS Investments) to support client selection. Compensation is received as a solicitor fee remitted by those third‑party advisers out of their asset‑based fees, rather than by charging clients a separate percentage‑of‑AUM directly.

Notable differences from many peers include the proprietor’s ongoing activity as a licensed life‑insurance agent, which the brochure discloses as a potential conflict when insurance products are recommended, and the firm’s explicit practice of selecting among multiple large third‑party advisers for client referrals. The combination of acting solely as a solicitor for several institutional managers and not billing clients directly for advisory AUM is less common among firms in this investment‑manager category.

Client services

Selection of other advisers

Expertise

Tax-loss harvesting Active portfolio management Retirement income strategy Annuities Concentrated stock management

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Fee options

Percentage

$0 - $250,000: 1.0% annually (100 basis points) $250,001 - $500,000: 0.85% annually (85 basis points) $500,001 - $1,000,000: 0.75% annually (75 basis points) $1,000,001+: 0.65% annually (65 basis points)

Other

Account minimum: Matches third-party investment managers' minimums; specific minimums range from $50,000 up to $1,000,000 depending on the program Fee-only: MRM Group charges a flat 2.20% annually (with 1.1% retained by MRM and 1.1% solicitor portion)

Main office

Corpus Christi TX

Advisors at this office

1

Most active in

Texas

Also doing business as

Gary Hannah Chfc · Gnh Chfc Advisory Services · Hannah, Gary Neal

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

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