Hampton Rock Wealth Management provides asset management services, including discretionary and non-discretionary options. They also offer guidance on held-away assets like 401(k)s and may recommend alternative investments. Financial planning and consulting are available but not provided to every client. They also offer estate planning services through third-party software. Hampton Rock Wealth Management also provides pension consulting services to employee benefit plans.
Assets Under Management$140M
Clients41
Advisors3
Avg. per Client$3.5M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.90% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees are negotiable at the discretion of Hampton Rock Wealth Management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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