Overview

Assets Under Management: $489 million
Headquarters: CHATHAM, NJ
High-Net-Worth Clients: 68
Average Client Assets: $7 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Fee Structure

Primary Fee Schedule (HAMEL ASSOCIATES FORM ADV 2A MARCH 2025)

MinMaxMarginal Fee Rate
$0 $1,000,000 1.00%
$1,000,001 $2,000,000 0.75%
$2,000,001 and above 0.50%
Illustrative Fee Rates
Total AssetsAnnual FeesAverage Fee Rate
$1 million $10,000 1.00%
$5 million $32,500 0.65%
$10 million $57,500 0.58%
$50 million $257,500 0.52%
$100 million $507,500 0.51%

Clients

Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.92
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 241
Discretionary Accounts: 238
Non-Discretionary Accounts: 3

Regulatory Filings

CRD Number: 107128
Last Filing Date: 2024-03-29 00:00:00
Website: https://hamelassociates.com

Form ADV Documents

Additional Brochure: HAMEL ASSOCIATES ADV 2A BROCHURE 5-2025 (2025-06-02)

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