Hamrick Financial, LLC offers ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client to guide investment selection. Hamrick Financial also provides financial planning services covering areas like retirement, college, and debt planning. They limit their investment advice to mutual funds, equities, bonds, ETFs, and other securities.
Assets Under Management$51M
Clients132
Advisors1
Avg. per Client$390K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.20% |
| $750K+ | 1.00% |
New clients pay a one time only fee of $450.00 for opening an account. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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