Hammer Advisory Services (HAS) offers portfolio management tailored to individual client goals and risk tolerance. HAS creates investment plans and manages investments in mutual funds, ETFs, stocks, and bonds. HAS also provides financial planning services covering areas like retirement, college, and tax planning.
Assets Under Management$51M
Clients73
Advisors1
Avg. per Client$700K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | Included |
| $150K - $200K | 1.00% |
| $200K - $250K | 0.85% |
| $250K - $300K | 0.73% |
| $300K - $350K | 0.65% |
| $350K - $400K | 0.59% |
| $400K - $450K | 0.55% |
| $450K - $500K | 0.52% |
| $500K - $600K | 0.49% |
| $600K - $700K | 0.45% |
| $700K - $800K | 0.42% |
| $800K - $900K | 0.40% |
| $900K - $1.0M | 0.38% |
| $1.0M - $1.3M | 0.37% |
| $1.3M - $1.5M | 0.35% |
| $1.5M+ | 0.33% |
Minimum fee is $1500 per household. The fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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