Hamsher Wealth Management offers investment management services through third-party money managers and financial planning on an hourly or fixed-fee basis. Hamsher Wealth Management also provides limited scope services to retirement plans. The firm refers clients to Gradient Investments, LLC for asset management, acting as a liaison between the client and Gradient Investments.
Assets Under Management$9.4M
Clients64
Advisors2
Avg. per Client$150K
Avg. per Advisor$4.7M
Fee Structure
Planning is included in investment management (also available separately)
Hamsher Wealth Management offers investment management through third-party money managers like Gradient Investments. The fees for these services are a percentage of your portfolio and are negotiable. Hamsher Wealth Management receives a portion of the fee charged by Gradient Investments. Here are the annual fees for different portfolio types:
- Strategic Portfolios: 2.00% (1.00% to Gradient Investments, 1.00% to Hamsher Wealth Management)
- Tactical Portfolios: 1.80% (0.80% to Gradient Investments, 1.00% to Hamsher Wealth Management)
- Allocation & Defined Outcome Portfolios: 1.70% (0.70% to Gradient Investments, 1.00% to Hamsher Wealth Management)
- Preservation Portfolios: 1.00% (0.40% to Gradient Investments, 0.60% to Hamsher Wealth Management)
- Private Wealth Portfolios: 1.50% (0.50% to Gradient Investments, 1.00% to Hamsher Wealth Management)
- Client Directed Accounts: $300 to Gradient Investments, $0 to Hamsher Wealth Management
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