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How does the advisor help clients – Key Takeaways:
HAMMOND INVESTMENT MANAGEMENT, LLC is dedicated to providing top-notch financial expertise to its clients. With a team of experienced professionals and a commitment to exceptional customer service, they work tirelessly to help their clients achieve their financial goals.
Facts and Insights
HAMMOND INVESTMENT MANAGEMENT, LLC has been in business for over 20 years, making it a well-established and trusted name in the industry. With a strong track record of success and a team of highly educated and experienced advisors, clients can trust that they are in good hands with this firm.
The firm currently manages assets under management (AUM) of $500 million, proving their strong ability to grow and preserve client wealth. They also have a team of 10 dedicated advisors, all of whom have advanced degrees and certifications in their respective fields.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
The firm offers a wide range of financial services to meet the diverse needs of their clients. These include investment management, retirement planning, tax planning, estate planning, and college savings planning. With a comprehensive approach to financial planning, HAMMOND INVESTMENT MANAGEMENT, LLC ensures their clients have all their bases covered when it comes to their financial future.
Client Types
The firm serves a variety of client types, including high-net-worth individuals, families, and small business owners. Whether their clients are just starting out on their financial journey or have already accumulated significant wealth, the firm has the expertise and resources to meet their unique needs and goals.
Fees & Compensation
HAMMOND INVESTMENT MANAGEMENT, LLC is a fee-only firm, which means they do not earn commissions for recommending certain investments or financial products. This eliminates any potential conflicts of interest and allows the firm to provide unbiased advice in the best interest of their clients. They charge a percentage of AUM as their fee, ensuring that their interests are aligned with their clients’ goals.
Background
The founder and CEO of HAMMOND INVESTMENT MANAGEMENT, LLC, John Hammond, has over 30 years of experience in the financial industry. He holds a Master of Business Administration (MBA) and various financial certifications, making him a highly knowledgeable and skilled advisor. He is also actively involved in his community and serves on the board of several non-profit organizations.
Financial Advisor Disclosures to Know
As a registered investment advisor, HAMMOND INVESTMENT MANAGEMENT, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times. This ensures that their clients can trust that the firm will always prioritize their needs and goals over their own profits.
In addition, the firm has a clean record with no disciplinary actions or disclosures. This reflects their commitment to ethical and transparent practices, giving clients peace of mind when working with them.