Hamewith Wealth offers investment management and financial planning services. Investment management involves ongoing advice on investing client funds based on individual needs, including stocks, bonds, mutual funds, and ETFs. Financial planning helps clients establish goals and values around money, covering areas like retirement, insurance, and estate planning. Hamewith also provides advice on accounts held away at other institutions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are negotiable for amounts over $6,000,001. For held-away accounts managed by Pontera Solutions, Inc., an additional 0.30% will be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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