Joseph Hamel
Joseph Hamel is a registered investment advisor at Portfolio Medics, LLC, based in Parma Heights, OH, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
6650 Pearl Rd, Parma Heights, OH, 44130
Get directionsHistory
Regulatory History (1)
Regulatory
March 2005Other Business ActivitiesSells Insurance
Joseph is a licensed insurance professional through Hamel & Associates, Inc., and may receive commissions from insurance sales, which do not offset advisory fees. This activity takes about half of Joseph's time.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Horter Investment Management, LLC
Hamel Advisory Services, LLC
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.