Hampshire Family Office offers investment management on both discretionary and non-discretionary bases, as well as financial planning and consulting. They work with individuals, families, and other clients to analyze their financial situations and provide advice on investments, retirement, education, risk management, and estate planning. The firm may also use independent managers or sub-advisors to manage client assets.
Assets Under Management$880M
Clients78
Advisors3
Avg. per Client$11M
Avg. per Advisor$290M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual management fee for Investment Management Services ranges up to 1.0% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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