Hommel Wealth Management offers personalized investment management and financial planning services for individuals, families, trusts, estates, and business owners. The firm manages investment portfolios using a tactical asset allocation strategy to help reduce risk and enhance performance, utilizing exchange-listed securities, mutual funds, corporate debt, and government securities. In addition to managing investments, Hommel Wealth Management creates comprehensive financial plans that cover retirement projections, tax-efficient strategies, estate planning coordination, and ongoing portfolio monitoring. The firm tailors its services to each client's individual goals, risk tolerance, and time horizon, operating with a commitment to acting in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are billed quarterly in arrears at an annual rate of 1.00%. Fees may be negotiated under unusual circumstances at the firm's discretion.