Hammer Asset Management, LLC
Assets Under Management
$26.4M
Number of Clients
58
Number of Advisors
1
Avg. Portfolio per Client
$454K
Avg. Managed per Advisor
$26.4M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Hammer Asset Management manages investment portfolios for individuals, corporations, and retirement plans. Hammer Asset uses a quantitative approach to select stocks, bonds, and money market funds. Hammer Asset creates a custom asset allocation for each client based on their time horizon, risk profile, and investment objectives. Hammer Asset periodically adjusts the asset mix to reflect the current probabilities of stocks, bonds, and cash outperforming each other.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fee rate is a flat rate applicable to every dollar of assets. An annual discount of up to 0.25% may be negotiated for particular reasons such as multiple accounts. Fee rates for accounts over $5 million at inception can be negotiated. Accounts with assets under $300,000 will be charged a flat annual fee of $4,500 ($1,125 per quarter), unless otherwise negotiated, and shall not exceed 3% of their assets under management.
Fee Estimator
Areas of Practice
Location
1223 High Street, Ste B1-2, Auburn, CA, 95603-5017