Hamel Associates is a wealth management firm that builds personalized investment portfolios for high-net-worth individuals, corporations, pension plans, and foundations. The firm takes a value-oriented approach to investing, generally favoring dividend-paying large stocks with strong balance sheets, alongside bonds for income and diversification. Portfolios typically consist of a mixture of stocks and bonds, and may occasionally include precious metals, commodities, or alternative investments for very high-net-worth clients. Alongside investment management, Hamel Associates provides financial planning and tax preparation services upon agreement with the client, covering areas such as income taxes, cash management, employee benefits, debt, insurance, and estate planning. Hamel Associates operates as a registered investment advisor and is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable and Hamel Associates may occasionally agree to flat fee arrangements instead of asset-based fees.