Hampel Investment Advisors offers investment management, retirement planning, financial planning, and consulting services tailored to clients' needs. They create customized investment strategies based on individual goals and risk tolerance, using both traditional and innovative approaches. They also offer financial planning services to help clients with various financial goals, including retirement and college savings.
Assets Under Management$110M
Clients45
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees for accounts over $10,000,000 are determined individually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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