Hampton Park Financial Planners offers comprehensive financial planning, investment management, and retirement plan consulting services. The firm takes a holistic approach, helping clients navigate retirement planning, cash flow and debt management, tax strategies, estate planning, college savings, employee benefits optimization, and risk management. Hampton Park Financial Planners specializes in working with individuals, high-net-worth individuals, families, and business owners, tailoring investment portfolios to each client's specific goals, risk tolerance, and time horizon using a mix of passive and active strategies, Modern Portfolio Theory, and socially responsible investing options. Clients can choose between flat-fee pricing, asset-based fee schedules, project-based financial planning, or ongoing monthly advisory arrangements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable for assets over $3,000,000. Flat fee arrangements are also available ranging from $3,600 to $100,000 annually.
