Hamilton Gray serves as a family CFO and business manager, coordinating with clients' attorneys, accountants, money managers, and insurance advisors. They offer comprehensive wealth management solutions by integrating investment strategies with retirement, wealth transfer, tax, and philanthropic planning. Hamilton Gray provides ongoing investment advisory, financial planning, and wealth management services to individuals, families, businesses, trusts, retirement plans, and charitable entities.
Fee Structure
Hamilton Gray does not base its fees on the value of your portfolio. Instead, fees are based on the complexity of the client relationship, the firm's resources needed, and the client's modified net worth. Hamilton Gray works with a client on their overall asset allocation and investment selection process while also working with a client’s other money managers and custodians.