Hammer and Company manages wealth by helping clients make fiscally responsible decisions and disciplined economic choices. They identify unique investment parameters through consultations and questionnaires to design a portfolio allocation based on client objectives. They primarily use stocks, bonds, mutual funds, and REITs to achieve the best return on investment capital.
Assets Under Management$61M
Clients15
Advisors1
Avg. per Client$4.1M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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