Hammond Wealth Partners

Fee-Only (% of Portfolio)Fixed/Hourly

Hammond Wealth Partners (HWP) offers investment management and financial planning services. Investment management is tailored to your financial situation and goals. Financial planning covers investment, retirement, tax, insurance/risk management, estate, education, and cash flow/debt management. Planning can be part of an ongoing advisory relationship or a one-time engagement.

Assets Under Management$4.4K
Clients1
Advisors1
Avg. per Client$4.4K
Avg. per Advisor$4.4K

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Hammond Wealth Partners | TrueAdvisor