David Hammer is a CFP, ChFC-designated registered investment advisor at Hammer Advisory Services, INC., based in Woodbury, MN, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 73 clients with $51M 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 $150K | Included |
| $150K - $200K | 1.00% |
| $200K - $250K | 0.85% |
| $250K - $300K | 0.73% |
| $300K - $350K | 0.65% |
| $350K - $400K | 0.59% |
| $400K - $450K | 0.55% |
| $450K - $500K | 0.52% |
| $500K - $600K | 0.49% |
| $600K - $700K | 0.45% |
| $700K - $800K | 0.42% |
| $800K - $900K | 0.40% |
| $900K - $1.0M | 0.38% |
| $1.0M - $1.3M | 0.37% |
| $1.3M - $1.5M | 0.35% |
| $1.5M+ | 0.33% |
Minimum fee is $1500 per household. The fee may be negotiable.
Fee Estimator
Location
2042 Wooddale Drive, Suite 250, Woodbury, MN, 55125
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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 →Employment History
Current Registrations
Hammer Advisory Services, INC.
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
State Registrations1 state
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