Hammond Iles Wealth Advisors manages investment portfolios and provides personalized financial planning for individuals and families. The firm focuses on long-term growth through diversified portfolios, primarily utilizing exchange-traded funds and mutual funds, alongside fixed income securities when appropriate. Hammond Iles Wealth Advisors builds customized asset allocations based on each client's specific financial goals, risk tolerance, and time horizon. In addition to portfolio management, the firm offers comprehensive financial planning covering retirement, cash flow, and overall financial health. Hammond Iles Wealth Advisors works with a diverse range of clients, including individuals, high-net-worth families, and business owners.
Fee Structure
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 based on the complexity of the client's situation, account size, and scope of services. Household accounts are aggregated for discounting.