Hamel Associates is a wealth management firm offering investment management, financial planning, and tax preparation services to high-net-worth individuals both domestically and abroad. Hamel Associates develops investment portfolios for clients to meet their goals, typically using a mix of stocks and bonds, and may include alternative investments for very high-net-worth individuals. Hamel Associates is legally required to act in your best interest.
Assets Under Management$510M
Clients118
Advisors5
Avg. per Client$4.4M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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