Hamilton Gray Wealth Management operates as a family office, offering comprehensive wealth management and financial planning services primarily to individuals, families, and business owners. The firm integrates investment strategies with retirement planning, wealth transfer, tax strategies, and philanthropic planning. Hamilton Gray Wealth Management functions as a single resource to coordinate advice among each client family's attorneys, accountants, and other professionals. Services are provided through two main models: Wealth Management Office, typically for clients with a net worth over $5 million, and Multi-Family Office, typically for clients with a net worth over $25 million. The firm uses a top-down approach to asset allocation, emphasizing low-cost, passively managed exchange-traded funds and mutual funds, while also utilizing independent third-party managers and separately managed accounts for specific strategies like direct indexing. Limited engagements are also available for specific projects.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 1.00% |
| $100M+ | 1.00% |
Fees are based on modified net worth rather than traditional investment assets under management. Fees are negotiable and subject to annual minimums of $65,000 for Wealth Management Office and $150,000 for Multi-Family Office.