Hammond Iles Wealth Advisors offers investment management through its Diversified Portfolio Management Program, which is tailored to individual client needs. They also provide financial planning and consulting services covering various financial aspects. HIWA gathers financial information from each client to develop customized investment strategies and recommendations. HIWA may utilize the model portfolio services, tax transition, tax loss harvesting, tax withdrawal services, and trade execution services provided by 55IP, LLC.
Assets Under Management$470M
Clients982
Advisors4
Avg. per Client$480K
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. HIWA will aggregate client accounts from the same household for the benefit of discounting the account fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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