Hammerhead Financial Strategies manages investment portfolios and provides financial planning for individuals and families. The firm specializes in active asset management, including a Technical Momentum strategy that uses technical indicators and short-term trading to capitalize on market volatility, and an Asset Allocation strategy focused on diversification across stocks and exchange-traded funds. Hammerhead Financial Strategies also offers performance-based management accounts for eligible clients who meet specific net worth or investment minimums. In addition to investment management, the firm creates financial plans to help clients navigate wealth accumulation and retirement. Services are tailored to align with each client's goals while managing risk through disciplined oversight and cash reserves.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Rates shown are for the Technical Momentum strategy. The Asset Allocation strategy has separate tiers: up to $1,000,000 at 1.00% and over $1,000,000 at 0.80%. Fees are negotiable.