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Timothy Hammond

28 Years of Experience
Mokena, IL

Timothy Hammond is a registered investment advisor at Hammond Investment Management, LLC, based in Mokena, IL, with 28 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 21 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$979K average
Assets Under Management
$20.6M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $250K1.10%
$250K - $500K1.00%
$500K - $1.0M0.85%
$1.0M - $5.0M0.75%
$5M+0.50%

Rates shown are for equity and balanced accounts. Fixed-income only accounts have a separate lower schedule ranging from 0.75% down to 0.25%. All fees are negotiable based on portfolio size and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Mokena, IL

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History

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
Hammond Investment Management, LLC
December 1997 - Present · 28 yrs 10 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.
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