RH
RH
Robert Hamrick
17 Years of Experience
Weatherford, TX
2 Disclosures
Robert Hamrick is a registered investment advisor at Hamrick Financial, LLC, based in Weatherford, TX, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 132 clients with $51M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
132 clients
Average Client Portfolio
$389K average
Assets Under Management
$51.3M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.20% |
| $750K+ | 1.00% |
New clients pay a one time only fee of $450.00 for opening an account. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Weatherford, TX
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
March 2001Judgment / Lien
December 2000Employment History
Current Registrations
Hamrick Financial, LLC
October 2008 - Present · 17 yrs 7 mos
State Registrations1 state
TX
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.