Amy Hammock
Amy Hammock is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Houma, LA, with 29 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 18,377 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Pointe charges a percentage of your portfolio's value each year for investment advice. This fee is negotiable and can range from 0.50% to 1.50% annually, but there is a minimum quarterly fee of $1,250.
Beacon Pointe also uses third-party managers, and their fees are separate from Beacon Pointe's fees. Some clients may pay a percentage of profits from certain investments instead of a management fee. Clients in the American Funds F-2 Direct Program pay between 0.25% and 1.0% of the value of assets invested in the program. Clients in the sub-advisory program through SEI pay a 0.08% fee in addition to the advisory fee paid to Beacon Pointe.
Location
Houma, LA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy is the owner/member/financial advisor at Honor Private Wealth Management, dedicating about half of her time to this role. She also sells fixed, traditional, and non-variable insurance products, spending minimal time on each.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Rosenthal Advisory Services, L.P.
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Morgan StanleyBroker
Morgan Stanley
Ameritas Investment CORP
Ameritas Investment CORP.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Rosenthal Retirement Planning, LP
Securities America, INC.Broker
Banc One Securities CorporationBroker
Fidelity Brokerage Services, INC.Broker
American Capital Marketing, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.