Hammerhead Financial Strategies manages wealth by maximizing investment returns and managing risk. They offer portfolio management using active asset management with an opportunistic investment approach. They also offer financial planning to help clients maintain financial stability and security. Hammerhead considers fundamentals, technical conditions, behavioral economics, social media, news flow, and market psychology in their investment decisions.
Assets Under Management$2.9M
Clients9
Advisors2
Avg. per Client$320K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
This fee schedule is for the Technical Momentum strategy. The Asset Allocation strategy has a different fee schedule: Up to $500,000: 2.00%, $500,001 to $1,000,000: 1.75%, Over $1,000,000: 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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