Stephen Hammond
Stephen Hammond is a registered investment advisor at Christian Values Investing, INC., based in Statesboro, GA, with 18 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 408 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Minimum portfolio value is generally $50,000. Minimum annual fees may apply. CVI may negotiate special fee arrangements where CVI deems it appropriate under the circumstances.
Fee Estimator
Location
616 East Grady Street, Statesboro, GA, 30458
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Christian Values Investing, INC.
State Registrations1 state
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