Hamilton, Manor & Associates is a tax and wealth management firm that provides financial planning and asset management services to individuals, high-net-worth individuals, trusts, and small businesses. The firm offers investment advice, portfolio management, and financial planning strategies tailored to each client's goals and risk tolerance. Hamilton, Manor & Associates also provides hourly consulting services and retirement plan consulting.
Assets Under Management$170M
Clients165
Advisors2
Avg. per Client$1M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Hamilton, Manor & Associates manages investments for a fee based on the value of your portfolio. The annual fee is negotiable, up to a maximum of 1.5% of the assets managed. This fee is charged quarterly in advance. The exact fee depends on the representative working with you and your individual needs.
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