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Robert Hamrick

Hamrick Financial, LLC
17 Years of Experience
Weatherford, TX
2 Disclosures
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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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 126 clients with $60M in assets under management.

Hamrick Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
126 clients
Average Client Portfolio
$476K average
Assets Under Management
$60.0M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $750K1.20%
$750K+1.00%

Fees are negotiable. New clients pay a one-time account opening fee of $450.

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

Weatherford, TX

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History

Regulatory History (2)
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Judgment / Lien
March 2001
Judgment / Lien
December 2000
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Employment History
Current Registrations
Hamrick Financial, LLC
October 2008 - Present · 18 yrs
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.
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