Hamrick Financial manages investment portfolios and offers financial planning services for individuals and high-net-worth clients. Hamrick Financial creates personalized investment strategies based on each client's individual goals, time horizon, and risk tolerance, providing ongoing portfolio monitoring without taking the authority to make trades without asking first. The investment approach utilizes both fundamental analysis, which examines the financial health and value of companies, and technical analysis, which looks at past market trends. Hamrick Financial specializes in working with individuals and high-net-worth clients, requiring a minimum account size of $10,000, though this minimum can be waived based on client needs and situation complexity.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.20% |
| $750K+ | 1.00% |
Fees are negotiable. New clients pay a one-time account opening fee of $450.