We believe Transparency is the best policy. Here are our fees.
Hammond Wealth Advisory has an informal asset minimum of $200,000 per household. Exceptions do apply on a case-by-case basis.
Annual Ongoing Planning Fees
1.35% – under $1,000,000
1.15% – $1,000,000 – $3,000,000
0.95% – $3,000,000+
Asset management fees are calculated monthly in arrears based on the average daily market value of client’s account during the preceding month as reported by client’s account custodian